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Name Holding Trade Value Shares
Change
Change in
Stake
T2I
401
Turim 21 Investimentos
Brazil
$5K – – –
CTC
402
Central Trust Company
Missouri
$5K +$7.03K +213 New
TPCW
403
TD Private Client Wealth
New York
$4.19K – – –
GWS
404
Glassman Wealth Services
Virginia
$4K -$957 -29 -15%
CFGS
405
Concourse Financial Group Securities
Alabama
$4K – – –
Credit Agricole
406
Credit Agricole
France
$4K – – –
IAMOG
407
Investors Asset Management of Georgia
Georgia
$4K – – –
JFGIW
408
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
ADL
409
Asset Dedication LLC
California
$4K +$5.84K +177 New
CT
410
Cambridge Trust
Massachusetts
$3K -$10.6K -320 -71%
NSIM
411
North Star Investment Management
Illinois
$3K -$5.61K -170 -57%
JWA
412
JFS Wealth Advisors
Pennsylvania
$3K -$1.98K -60 -37%
AW
413
Avion Wealth
Texas
$3K – – –
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K – – –
FWM
415
Focused Wealth Management
New York
$3K – – –
IFAM
416
Institutional & Family Asset Management
Colorado
$3K – – –
VCM
417
Versant Capital Management
Arizona
$3K – – –
WFA
418
West Financial Advisors
Iowa
$3K – – –
ZB
419
Zions Bancorporation
Utah
$3K – – –
FHA
420
First Horizon Advisors
Tennessee
$3K +$33 +1 +0.8%
SBL
421
Sargent Bickham Lagudis
Colorado
$3K +$198 +6 +5%
CHA
422
Carmichael Hill & Associates
Maryland
$3K +$1.98K +60 +100%
BIA
423
Bell Investment Advisors
California
$3K +$2.47K +75 +125%
AIM
424
Axiom Investment Management
New York
$3K +$3.96K +120 New
BC
425
Barrett & Company
Rhode Island
$2.76K +$2.97K +90 New