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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
276
Wipfli Financial Advisors
Wisconsin
$32K +$44.1K +739 New
SFO
277
Standard Family Office
South Dakota
$31K +$42.8K +717 New
C
278
Covestor
United Kingdom
$27K +$30.3K +507 +399%
TF
279
Tompkins Financial
New York
$26K
CWM
280
Castle Wealth Management
Florida
$24K +$6.15K +103 +22%
AssetMark Inc
281
AssetMark Inc
California
$23K
CFGS
282
Concourse Financial Group Securities
Alabama
$22K +$4.18K +70 +15%
TLCM
283
Twin Lakes Capital Management
California
$22K +$30.9K +518 New
TPCW
284
TD Private Client Wealth
New York
$20.3K
GWS
285
Glassman Wealth Services
Virginia
$20K +$6.87K +115 +33%
HNB
286
Huntington National Bank
Ohio
$19K -$17.5K -293 -39%
QCG
287
Quadrant Capital Group
Ohio
$19K +$5.14K +86 +24%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K
VCM
289
Vigilant Capital Management
Maine
$15K
PTC
290
Private Trust Company
Ohio
$15K +$2.87K +48 +16%
CI Investments Inc
291
CI Investments Inc
Ontario, Canada
$14K -$358 -6 -2%
EI
292
Ellevest Inc
New York
$14K +$10.9K +182 +137%
BC
293
Bartlett & Co
Ohio
$13K
BCWM
294
Bartlett & Co Wealth Management
Ohio
$12.7K
HI
295
Harbour Investments
Wisconsin
$12K
WTA
296
Washington Trust Advisors
Massachusetts
$11K
Canada Pension Plan Investment Board
297
Canada Pension Plan Investment Board
Ontario, Canada
$10K
CWC
298
Carolinas Wealth Consulting
North Carolina
$10K
IA
299
IFP Advisors
Florida
$10K +$6.93K +116 +227%
FF
300
FourThought Financial
Florida
$9K +$8.18K +137 +178%