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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
376
Orion Portfolio Solutions
Nebraska
$29K +$27.2K +526 New
BCWM
377
Bartlett & Co Wealth Management
Ohio
$28K
PCG
378
Private Capital Group
Connecticut
$28K -$10.2K -198 -28%
PA
379
Parallel Advisors
California
$25K
GI
380
Gradient Investments
Minnesota
$25K +$22.7K +439 New
PFO
381
Pathstone Family Office
New Jersey
$23.6K +$21.8K +421 New
MIFH
382
Migdal Insurance & Financial Holdings
Israel
$22K -$251K -4,851 -93%
LC
383
Lindbrook Capital
California
$21K
TIM
384
Tortoise Investment Management
New York
$21K
EWM
385
EPG Wealth Management
Georgia
$20K +$18.6K +360 New
S
386
SignatureFD
Georgia
$19K -$2.22K -43 -11%
GAM
387
Guinness Asset Management
United Kingdom
$19K +$2.59K +50 +18%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$18K
EI
389
Ellevest Inc
New York
$18K +$16.8K +324 New
ST
390
Smithfield Trust
Pennsylvania
$17K
TCWM
391
Total Clarity Wealth Management
Illinois
$17K +$15.5K +300 New
GAM
392
Gemmer Asset Management
California
$16K
LF
393
Lee Financial
Texas
$16K
WT
394
Whittier Trust
California
$16K +$52 +1 +0.4%
RWM
395
Raffa Wealth Management
District of Columbia
$15.6K
HGWM
396
Harvest Group Wealth Management
Massachusetts
$15K -$207 -4 -1%
CFA
397
Carroll Financial Associates
North Carolina
$15K
RE
398
RBC Europe
United Kingdom
$14K
AIM
399
AIA Investment Management
Singapore
$13K
DAM
400
Delta Asset Management
Tennessee
$13K