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Name Holding Trade Value Shares
Change
Change in
Stake
ETC
526
Exchange Traded Concepts
Oklahoma
$2.28K -$3.52K -91 -61%
WPWM
527
Western Pacific Wealth Management
Illinois
$2.28K – – –
SWM
528
Sugarloaf Wealth Management
Georgia
$2.25K -$5.3K -137 -71%
CHC
529
City Holding Co
West Virginia
$2.24K -$3.1K -80 -58%
PCM
530
Penserra Capital Management
California
$2K – – –
TIM
531
Tortoise Investment Management
New York
$1.97K – – –
GI
532
GAMMA Investing
California
$1.77K +$1.7K +44 New
JWA
533
JFS Wealth Advisors
Pennsylvania
$1.3K -$22.9K -591 -95%
S
534
Sachetta
Massachusetts
$1.3K +$1.28K +33 New
PMFA
535
Plante Moran Financial Advisors
Michigan
$1.06K – – –
RIM
536
Rockbridge Investment Management
New York
$788 +$774 +20 New
NFA
537
Northwest Financial Advisors
Virginia
$184 +$194 +5 New
TWD
538
True Wealth Design
Ohio
$119 +$39 +1 +50%
RS
539
Rakuten Securities
Japan
$79 +$77 +2 New
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53 -$2.83K -73 Closed
Capital Research Global Investors
541
Capital Research Global Investors
California
– -$146M -3,812,724 Closed
MBI
542
Montrusco Bolton Investments
Quebec, Canada
– -$33.1M -862,970 Closed
N
543
Natixis
France
– -$7.04M -184,011 Closed
MFS
544
Mirabella Financial Services
United Kingdom
– -$4.18M -109,505 Closed
DA
545
Duality Advisers
Florida
– -$3.51M -92,066 Closed
HF
546
HRT Financial
New York
– -$3.31M -86,874 Closed
GF
547
Gries Financial
Ohio
– -$1.77M -46,250 Closed
WAOTB
548
Wealth Advisors of Tampa Bay
Florida
– -$1.68M -44,116 Closed
IG
549
ING Group
Netherlands
– -$1.53M -40,000 Closed
TPA
550
Trivium Point Advisory
Connecticut
– -$904K -24,844 Closed