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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$44K +$4.69K +29 +14%
LOIM
577
Liberty One Investment Management
Illinois
$43K +$37.3K +231 New
KTC
578
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
WAM
579
Wolverine Asset Management
Illinois
$40K +$34.6K +214 New
IRAG
580
Investment Research & Advisory Group
Georgia
$39K – – –
SF
581
Synovus Financial
Georgia
$37K -$251K -1,552 -89%
NSIM
582
North Star Investment Management
Illinois
$37K – – –
SSB
583
Sandy Spring Bank
Maryland
$37K – – –
SIAS
584
Shine Investment Advisory Services
Colorado
$36K +$1.94K +12 +7%
CFA
585
Carroll Financial Associates
North Carolina
$35K +$8.08K +50 +36%
FHA
586
Flagship Harbor Advisors
Massachusetts
$35K +$14.2K +88 +86%
RE
587
RBC Europe
United Kingdom
$34.7K +$25.1K +155 +517%
WOC
588
West Oak Capital
California
$34K – – –
LWM
589
Liberty Wealth Management
California
$34K +$28.9K +179 New
PP
590
Peconic Partners
New York
$34K +$29.1K +180 New
HIA
591
Harbor Investment Advisory
Maryland
$31K – – –
SWA
592
Sutton Wealth Advisors
Florida
$30.4K +$1.46K +9 +6%
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
EDRH
594
Edmond de Rothschild Holding
Switzerland
$30K +$26.2K +162 New
HCM
595
Highlander Capital Management
New Jersey
$28K – – –
THWM
596
Taylor Hoffman Wealth Management
Virginia
$28K +$24.1K +149 New
CFG
597
Citizens Financial Group
Rhode Island
$26K -$55K -340 -71%
GT
598
Glenmede Trust
Pennsylvania
$26K -$15K -93 -39%
OPS
599
Orion Portfolio Solutions
Nebraska
$25K -$16.6K -103 -44%
ME
600
McIlrath & Eck
Washington
$23K – – –