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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Liberty Wealth Management
California
$5K +$3.36K +19 +158%
WCG
352
Weaver Consulting Group
California
$5K +$4.42K +25 New
MC
353
Martin Currie
United Kingdom
$5K +$4.78K +27 New
ME
354
McIlrath & Eck
Washington
$5K +$4.96K +28 New
SA
355
SRH Advisors
Kansas
$4K
TIM
356
Tortoise Investment Management
New York
$4K
Federated Hermes
357
Federated Hermes
Pennsylvania
$4K +$3.36K +19 New
CFB
358
Cullen/Frost Bankers
Texas
$4K +$3.89K +22 New
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.89K +22 New
CF
360
Centaurus Financial
California
$3.32K +$110K +624 New
AF
361
Allworth Financial
California
$3K
FHA
362
First Horizon Advisors
Tennessee
$3K +$1.42K +8 +80%
TFGT
363
TS Financial Group (TSFG)
Illinois
$3K +$2.48K +14 New
GT
364
Glenmede Trust
Pennsylvania
$2.48K -$173K -975 -7%
SFG
365
SevenBridge Financial Group
Pennsylvania
$2K
TAIM
366
TD Ameritrade Investment Management
Nebraska
$2K
TL
367
TrueWealth LLC
Georgia
$2K
TCOV
368
Trust Company of Vermont
Vermont
$2K
Capital Research Global Investors
369
Capital Research Global Investors
California
$2K +$354 +2 +33%
HI
370
Hudock Inc
Pennsylvania
$2K +$1.95K +11 New
SWP
371
Strategic Wealth Partners
Ohio
$2K +$1.95K +11 New
Parallax Volatility Advisers
372
Parallax Volatility Advisers
California
$2K +$2.12K +12 New
GWM
373
Geneos Wealth Management
Colorado
$1K +$1.06K +6 New
OWA
374
One Wealth Advisors
California
$1K +$1.06K +6 New
SCM
375
Segantii Capital Management
Hong Kong
-$47.1M -300,000 Closed