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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
376
Stone House Investment Management
Pennsylvania
$23K +$22.4K +250 New
AF
377
Advisornet Financial
Minnesota
$22.5K – – –
TWC
378
TD Waterhouse Canada
Ontario, Canada
$22.1K +$13.5K +150 +163%
MFT
379
Moisand Fitzgerald Tamayo
Florida
$22.1K – – –
SW
380
SVB Wealth
Massachusetts
$21.6K +$21.1K +235 New
WT
381
Whittier Trust
California
$21.1K – – –
OIA
382
Optimum Investment Advisors
Illinois
$20.2K – – –
W
383
WealthCollab
Washington
$19.1K +$269 +3 +1%
BCWM
384
Bartlett & Co Wealth Management
Ohio
$18.4K – – –
CFD
385
Creative Financial Designs
Indiana
$18.4K – – –
PWMG
386
Private Wealth Management Group
New Jersey
$18.4K – – –
IA
387
IFP Advisors
Florida
$18.4K +$9.07K +101 +102%
BCM
388
Berbice Capital Management
New York
$18.4K +$18K +200 New
AAP
389
Arax Advisory Partners
Colorado
$18.2K +$17.8K +198 New
LWCFA
390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17.5K – – –
FMP
391
Financial Management Professionals
Texas
$16.7K +$539 +6 +3%
BAM
392
Bellevue Asset Management
Washington
$15.6K – – –
GXJ
393
Global X Japan
Japan
$15.4K +$1.08K +12 +8%
FHA
394
First Horizon Advisors
Tennessee
$15.2K – – –
LFG
395
Larson Financial Group
Missouri
$15K +$12.7K +141 +641%
NC
396
NewSquare Capital
Pennsylvania
$15K +$11.7K +130 +394%
CAM
397
Close Asset Management
United Kingdom
$14K – – –
SIC
398
Salem Investment Counselors
North Carolina
$14K +$10.1K +112 +280%
PWMG
399
Prestige Wealth Management Group
New Jersey
$13.6K – – –
CAWM
400
Capital A Wealth Management
Pennsylvania
$13.1K – – –
14 15
16
17 18