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Name Holding Trade Value Shares
Change
Change in
Stake
TF
251
Tompkins Financial
New York
$30.1K – – –
AssetMark Inc
252
AssetMark Inc
California
$27.1K – – –
TLCM
253
Twin Lakes Capital Management
California
$26K – – –
TFM
254
TFC Financial Management
Massachusetts
$25.1K +$25.1K +500 New
GWS
255
Glassman Wealth Services
Virginia
$23.8K – – –
Allworth Financial
256
Allworth Financial
California
$22K +$1.21K +24 +6%
PPC
257
Park Place Capital
Alabama
$21.6K – – –
Parallel Advisors
258
Parallel Advisors
California
$20.2K +$2.11K +42 +12%
Creative Planning
259
Creative Planning
Kansas
$20.1K -$611K -12,164 -97%
HIA
260
Harbor Investment Advisory
Maryland
$19.9K -$56.1K -1,117 -74%
Federation des caisses Desjardins du Quebec
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K – – –
Leonteq Securities AG
262
Leonteq Securities AG
Switzerland
$15.7K – – –
TD Private Client Wealth
263
TD Private Client Wealth
New York
$15.1K -$9.2K -183 -38%
Bartlett & Co
264
Bartlett & Co
Ohio
$15K – – –
Bartlett & Co Wealth Management
265
Bartlett & Co Wealth Management
Ohio
$14.9K – – –
VCM
266
Versant Capital Management
Arizona
$12.8K -$151 -3 -1%
LF
267
Lee Financial
Texas
$12.8K – – –
Global Retirement Partners
268
Global Retirement Partners
California
$11.1K +$2.16K +43 +24%
Bessemer Group
269
Bessemer Group
New Jersey
$11K -$51.4K -1,022 -82%
Harbour Investments
270
Harbour Investments
Wisconsin
$10.9K – – –
First Horizon Advisors
271
First Horizon Advisors
Tennessee
$9.84K – – –
Spire Wealth Management
272
Spire Wealth Management
Virginia
$9.59K – – –
Itau Unibanco Holding S.A.
273
Itau Unibanco Holding S.A.
Brazil
$9.13K – – –
BOK Financial
274
BOK Financial
Oklahoma
$8.64K – – –
OA
275
Operose Advisors
Wisconsin
$8.48K +$8.49K +169 New