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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Aevitas Wealth Management
Massachusetts
$9K – – –
WIM
602
Westside Investment Management
California
$8.99K – – –
GRP
603
Global Retirement Partners
California
$8K -$218 -3 -2%
RFC
604
Regions Financial Corp
Alabama
$8K +$6.17K +85 +224%
EWM
605
Elmwood Wealth Management
California
$7.81K +$3.92K +54 +100%
CAL
606
Capital Advisors Ltd
Ohio
$7K – – –
LC
607
Landaas & Company
Wisconsin
$7K +$7.26K +100 New
WT
608
Washington Trust
Rhode Island
$7K +$7.26K +100 New
CHP
609
Cable Hill Partners
Oregon
$6K -$4.87K -67 -42%
GWS
610
Glassman Wealth Services
Virginia
$6K -$218 -3 -3%
EARNEST Partners
611
EARNEST Partners
Georgia
$6K – – –
QAM
612
QCI Asset Management
New York
$5K -$58.1K -800 -92%
GFP
613
Gryphon Financial Partners
Ohio
$5K -$1.31K -18 -20%
LFA
614
Legacy Financial Advisors
Kentucky
$5K -$581 -8 -10%
TWA
615
TCI Wealth Advisors
Arizona
$5K – – –
TL
616
TrueWealth LLC
Georgia
$5K – – –
CG
617
Cutler Group
California
$5K +$6.1K +84 New
RFA
618
Reilly Financial Advisors
California
$4K -$18.9K -260 -81%
CAW
619
Cornerstone Advisors (Washington)
Washington
$4K – – –
FC
620
Ferris Capital
Massachusetts
$4K – – –
SWP
621
Strategic Wealth Partners
Ohio
$4K – – –
EWM
622
Edge Wealth Management
New York
$3K – – –
FRA
623
Front Row Advisors
California
$3K – – –
JA
624
JOYN Advisors
Georgia
$3K – – –
CF
625
Centaurus Financial
California
$3K +$3.48K +48 New