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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
551
TrustCore Financial Services
Tennessee
$16K – – –
PFBT
552
Parkside Financial Bank & Trust
Missouri
$15K -$8.59K -47 -33%
UB
553
UMB Bank
Missouri
$15K – – –
AIM
554
Axiom Investment Management
New York
$14K +$16.4K +90 New
AF
555
Advisornet Financial
Minnesota
$13K -$1.1K -6 -7%
WT
556
Whittier Trust
California
$13K – – –
WWM
557
Wolff Wiese Magana
California
$12K -$2.92K -16 -18%
C
558
Covestor
United Kingdom
$11K -$15.9K -87 -56%
QC
559
Quent Capital
New York
$11K +$365 +2 +3%
GFPC
560
Global Financial Private Client
Florida
$10.6K – – –
TWM
561
Tradition Wealth Management
Minnesota
$10K -$160K -876 -93%
CA
562
Clearstead Advisors
Ohio
$10K – – –
GWS
563
Glassman Wealth Services
Virginia
$10K +$1.1K +6 +10%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$10K +$1.1K +6 +11%
IAIM
565
Industrial Alliance Investment Management
Quebec, Canada
$10K +$11.3K +62 New
PB
566
Pinnacle Bancorp
Nebraska
$9K -$913 -5 -8%
WT
567
Washington Trust
Rhode Island
$9K +$365 +2 +4%
JWA
568
JFS Wealth Advisors
Pennsylvania
$9K +$7.49K +41 +273%
EI
569
Ellevest Inc
New York
$8K -$27.6K -151 -75%
LFG
570
Larson Financial Group
Missouri
$8K -$4.57K -25 -32%
CFO
571
CVA Family Office
Colorado
$8K -$3.65K -20 -29%
IWP
572
IAG Wealth Partners
Wisconsin
$8K – – –
ME
573
McIlrath & Eck
Washington
$8K – – –
MUMSS
574
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K – – –
TSW
575
Thompson Siegel & Walmsley
Virginia
$8K – – –
21 22
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