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Name Holding Trade Value Shares
Change
Change in
Stake
BC
851
Bartlett & Co
Ohio
$69K – – –
MRCM
852
M&R Capital Management
New Jersey
$68K – – –
TCM
853
Tradewinds Capital Management
Washington
$65K – – –
OIA
854
OneDigital Investment Advisors
Kansas
$64K -$18K -118 -22%
BBA
855
Braun-Bostich & Associates
Pennsylvania
$63K – – –
FWM
856
Focused Wealth Management
New York
$62K – – –
LC
857
Lindbrook Capital
California
$61K +$3.51K +23 +6%
TVWM
858
Tower View Wealth Management
Wisconsin
$59K +$9.62K +63 +19%
MAM
859
Meeder Asset Management
Ohio
$58K +$32.4K +212 +124%
FFC
860
First Financial Corp
Indiana
$57K – – –
GLI
861
Guardian Life Insurance
New York
$57K +$1.53K +10 +3%
TF
862
Tompkins Financial
New York
$53K – – –
PWMG
863
Prestige Wealth Management Group
New Jersey
$53K +$29.8K +195 +127%
TFO
864
Tarbox Family Office
California
$51K +$2.6K +17 +5%
DAM
865
Delta Asset Management
Tennessee
$49K – – –
M
866
Mirova
France
$47K +$47K +308 New
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$46K -$7.64K -50 -14%
LF
868
Lee Financial
Texas
$46K – – –
JGIA
869
Jackson Grant Investment Advisers
Connecticut
$46K +$306 +2 +0.7%
PCG
870
Private Capital Group
Connecticut
$46K +$3.06K +20 +6%
PCM
871
Penserra Capital Management
California
$46K +$11.2K +73 +32%
TCCM
872
Timber Creek Capital Management
Massachusetts
$45K – – –
BCA
873
Berman Capital Advisors
Georgia
$44K -$9.78K -64 -18%
APC
874
Aspire Private Capital
North Carolina
$44K – – –
BCA
875
Bray Capital Advisors
Florida
$42K – – –