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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Sutton Wealth Advisors
Florida
$33.6K
APWM
252
Atlas Private Wealth Management
New York
$30K +$28.6K +152 New
HIA
253
Harbor Investment Advisory
Maryland
$29K +$28.3K +150 New
BCA
254
Berman Capital Advisors
Georgia
$28K
AssetMark Inc
255
AssetMark Inc
California
$25K -$6.22K -33 -21%
PHK
256
Point72 Hong Kong
Hong Kong
$22K +$21.1K +112 New
IA
257
IFP Advisors
Florida
$21K
GDP
258
Great Diamond Partners
Maine
$21K +$20.5K +109 New
FHA
259
First Horizon Advisors
Tennessee
$20K -$4.9K -26 -20%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$20K -$3.77K -20 -16%
TCOV
261
Trust Company of Vermont
Vermont
$19K
MAWCM
262
Mine & Arao Wealth Creation & Management
California
$19K +$18.8K +100 New
TIM
263
Tortoise Investment Management
New York
$17K
ONST
264
Old North State Trust
North Carolina
$14K -$5.28K -28 -28%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$12K -$332K -1,761 -97%
WEC
266
Winslow Evans & Crocker
Massachusetts
$12K
HGWM
267
Harvest Group Wealth Management
Massachusetts
$11K
VCM
268
Versant Capital Management
Arizona
$10K
VAIA
269
Virtus Alternative Investment Advisers
Connecticut
$10K +$9.42K +50 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$8K +$1.7K +9 +27%
IFAM
271
Institutional & Family Asset Management
Colorado
$7K
SA
272
SRH Advisors
Kansas
$7K
EWM
273
EPG Wealth Management
Georgia
$6K +$5.65K +30 New
SFS
274
Sowell Financial Services
Arkansas
$5K
S
275
SignatureFD
Georgia
$4K