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Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$65K -$124 -3 -0.1%
CA
227
Clearstead Advisors
Ohio
$64K
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$50K -$953 -23 -1%
HNB
229
Huntington National Bank
Ohio
$47K +$14.1K +341 +28%
EI
230
Ellevest Inc
New York
$41K -$59.1K -1,427 -51%
C
231
Covestor
United Kingdom
$40K +$5.88K +142 +12%
SOW
232
State of Wyoming
Wyoming
$33K -$8.74K -211 -16%
FHA
233
First Horizon Advisors
Tennessee
$30K -$6.34K -153 -13%
QCG
234
Quadrant Capital Group
Ohio
$26K +$17.9K +432 +100%
WFA
235
Wipfli Financial Advisors
Wisconsin
$26K +$35K +844 New
FF
236
FourThought Financial
Florida
$24K -$89.2K -2,153 -73%
HFM
237
Harvest Fund Management
China
$21K
EWA
238
EverSource Wealth Advisors
Alabama
$21K +$2.98K +72 +12%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$21K +$19.2K +464 +192%
Nomura Asset Management
240
Nomura Asset Management
Japan
$20.9K
Lazard Asset Management
241
Lazard Asset Management
New York
$19K -$1.45K -35 -5%
TPCW
242
TD Private Client Wealth
New York
$18.2K
S
243
SignatureFD
Georgia
$16K -$6.09K -147 -22%
UB
244
UMB Bank
Missouri
$16K -$4.27K -103 -16%
PA
245
Parallel Advisors
California
$14K +$3.36K +81 +21%
PI
246
PEAK6 Investments
Illinois
$14K +$19K +459 New
PTC
247
Private Trust Company
Ohio
$12K -$497 -12 -3%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$11K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$10K -$6.01K -145 -30%
EDRH
250
Edmond de Rothschild Holding
Switzerland
$10K