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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$56.3K -$264 -4 -0.5%
AssetMark Inc
402
AssetMark Inc
California
$42.3K +$37.6K +569 New
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$39K +$330 +5 +1%
TC
404
Truvestments Capital
Florida
$38.1K – – –
Farther Finance Advisors
405
Farther Finance Advisors
California
$37.6K +$32K +484 +2,200%
First Horizon Advisors
406
First Horizon Advisors
Tennessee
$34.1K +$6.47K +98 +27%
Penserra Capital Management
407
Penserra Capital Management
California
$32K -$481K -7,288 -94%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$31.4K +$462 +7 +2%
WhitTier Trust Company
409
WhitTier Trust Company
Nevada
$30.2K – – –
TCOV
410
Trust Company of Vermont
Vermont
$27.1K +$24.1K +365 New
KFI
411
Key Financial Inc
Pennsylvania
$25.4K – – –
Steward Partners Investment Advisory
412
Steward Partners Investment Advisory
New York
$25K +$792 +12 +4%
EBA
413
Eagle Bay Advisors
New York
$23.6K -$145K -2,197 -87%
TCPG
414
Trivant Custom Portfolio Group
California
$22.3K – – –
Federation des caisses Desjardins du Quebec
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K -$88.2K -1,336 -82%
HCP
416
Hexagon Capital Partners
Arkansas
$19K -$924 -14 -5%
Global Retirement Partners
417
Global Retirement Partners
California
$17.9K +$2.64K +40 +20%
Peregrine Capital Management
418
Peregrine Capital Management
Minnesota
$15.6K – – –
OA
419
Operose Advisors
Wisconsin
$15.2K – – –
FWM
420
Focused Wealth Management
New York
$14.2K +$12.6K +191 New
LFA
421
Livelsberger Financial Advisory
Ohio
$14K +$12.4K +188 New
ODG
422
O'Dell Group
Ohio
$12.3K +$11K +166 New
ZB
423
Zions Bancorporation
Utah
$11.6K – – –
EC
424
EdgeRock Capital
Colorado
$11.4K +$9.64K +146 New
Advisory Services Network
425
Advisory Services Network
Georgia
$11.3K +$10K +152 New