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Name Holding Trade Value Shares
Change
Change in
Stake
TF
451
TimeScale Financial
Massachusetts
$50K +$83 +1 +0.2%
LWM
452
Liberty Wealth Management
California
$46K
LC
453
Lindbrook Capital
California
$46K +$4.92K +59 +12%
NFG
454
Next Financial Group
Texas
$45K -$333 -4 -0.7%
AF
455
Allworth Financial
California
$41K -$28.5K -342 -41%
HL
456
Harding Loevner
New Jersey
$37K
CFD
457
Creative Financial Designs
Indiana
$36K
GWM
458
Geneos Wealth Management
Colorado
$36K
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$35K -$13.5K -162 -28%
FF
460
FourThought Financial
Florida
$35K
HI
461
Harbour Investments
Wisconsin
$35K +$35.2K +423 New
PCM
462
Penserra Capital Management
California
$34K +$5.33K +64 +18%
GI
463
Gradient Investments
Minnesota
$33K
PA
464
Parallel Advisors
California
$32K -$666 -8 -2%
TIM
465
Tortoise Investment Management
New York
$31K
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$28K +$28.4K +341 New
SWM
467
Spire Wealth Management
Virginia
$27K +$27.6K +331 New
TCWM
468
Total Clarity Wealth Management
Illinois
$25K +$25K +300 New
GAM
469
Gemmer Asset Management
California
$24K
PCG
470
Private Capital Group
Connecticut
$24K
RWM
471
Raffa Wealth Management
District of Columbia
$23.7K +$583 +7 +3%
HNB
472
Huntington National Bank
Ohio
$23K -$1.75K -21 -7%
BFC
473
Bedel Financial Consulting
Indiana
$23K -$1.33K -16 -5%
WT
474
Whittier Trust
California
$23K
BC
475
Bartlett & Co
Ohio
$21K -$20.8K -250 -50%