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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
676
Liberty Wealth Management
California
$81K +$3.44K +31 +4%
SIAS
677
Shine Investment Advisory Services
Colorado
$78K +$23.5K +212 +43%
TPCW
678
TD Private Client Wealth
New York
$76.4K +$9.1K +82 +13%
EP
679
Eudaimonia Partners
Tennessee
$76K -$15.4K -139 -17%
PWMG
680
Prestige Wealth Management Group
New Jersey
$76K +$27K +243 +55%
LOIM
681
Liberty One Investment Management
Illinois
$76K +$33.1K +298 +77%
TH
682
TCTC Holdings
Texas
$66K – – –
BHWM
683
Bay Harbor Wealth Management
Maryland
$65K +$2.11K +19 +3%
PP
684
Pacifica Partners
Canada
$64K – – –
WT
685
Whittier Trust
California
$63K – – –
PFS
686
Prospera Financial Services
Texas
$62K +$62.6K +564 New
FDCDDQ
687
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.8K +$5.55K +50 +10%
PMFA
688
Plante Moran Financial Advisors
Michigan
$61K +$17.3K +156 +39%
T
689
TOBAM
France
$60K +$60.5K +545 New
RIM
690
Rampart Investment Management
Connecticut
$58K -$1.72M -15,501 -97%
HNB
691
Huntington National Bank
Ohio
$57K -$12K -108 -17%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$56K – – –
RE
693
RBC Europe
United Kingdom
$55.3K – – –
AA
694
AlphaCentric Advisors
Puerto Rico
$52K -$4.88K -44 -9%
GFPC
695
Global Financial Private Client
Florida
$50.6K – – –
FMP
696
Financial Management Professionals
Texas
$50K -$10.5K -95 -17%
CAL
697
Capital Analysts LLC
Pennsylvania
$50K +$21.4K +193 +74%
IFAM
698
Institutional & Family Asset Management
Colorado
$43K – – –
AWM
699
AllSquare Wealth Management
New York
$42K – – –
CI
700
CX Institutional
Indiana
$40K +$5.88K +53 +17%