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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$8K
CFGS
327
Concourse Financial Group Securities
Alabama
$8K +$1.7K +10 +24%
PFO
328
Pathstone Family Office
New Jersey
$8K +$8.65K +51 New
FA
329
Fortis Advisors
Pennsylvania
$7K
LC
330
Lavaca Capital
Texas
$7K +$7.46K +44 New
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.45K -$16.1K -95 -73%
VFA
332
Valeo Financial Advisors
Indiana
$4K -$11K -65 -74%
BAM
333
Barrett Asset Management
New York
$4K
TIM
334
Tortoise Investment Management
New York
$4K
WEC
335
Winslow Evans & Crocker
Massachusetts
$4K
PMFA
336
Plante Moran Financial Advisors
Michigan
$4K +$4.07K +24 New
AWM
337
Avior Wealth Management
Nebraska
$4K +$4.58K +27 New
SA
338
SRH Advisors
Kansas
$3K
JGIA
339
Jackson Grant Investment Advisers
Connecticut
$3K +$3.39K +20 New
WANY
340
Wealthspire Advisors (New York)
New York
$3K +$3.39K +20 New
GT
341
Glenmede Trust
Pennsylvania
$2.21K -$159K -936 -6%
AF
342
Allworth Financial
California
$2K
LWA
343
Lenox Wealth Advisors
New York
$2K
SFG
344
SevenBridge Financial Group
Pennsylvania
$2K
TL
345
TrueWealth LLC
Georgia
$2K
TCOV
346
Trust Company of Vermont
Vermont
$2K
TAIM
347
TD Ameritrade Investment Management
Nebraska
$2K +$1.02K +6 +86%
DWM
348
Destination Wealth Management
California
$2K +$2.54K +15 New
TRCT
349
Tower Research Capital (TRC)
New York
$1K -$25.6K -151 -97%
Capital Research Global Investors
350
Capital Research Global Investors
California
$1K