Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$9K -$143K -516 -93%
BC
502
Bartlett & Co
Ohio
$9K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
503
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K – – –
FRA
504
Front Row Advisors
California
$9K +$9.41K +34 New
BWM
505
BerganKDV Wealth Management
Minnesota
$8K – – –
CWC
506
Carolinas Wealth Consulting
North Carolina
$8K – – –
HI
507
Harbour Investments
Wisconsin
$7K +$2.21K +8 +44%
LWANC
508
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
TWA
509
TCI Wealth Advisors
Arizona
$6K +$1.38K +5 +25%
RA
510
Resolute Advisors
California
$6K +$6.64K +24 New
SWA
511
Sutton Wealth Advisors
Florida
$5.12K – – –
PWMG
512
Prestige Wealth Management Group
New Jersey
$5K -$8.03K -29 -59%
OC
513
Oakworth Capital
Alabama
$5K – – –
PSIWM
514
Paradigm Strategies in Wealth Management
Minnesota
$5K – – –
PCG
515
Private Capital Group
Connecticut
$5K – – –
SBL
516
Sargent Bickham Lagudis
Colorado
$5K – – –
EW
517
Evoke Wealth
California
$4K -$3.6K -13 -46%
CFD
518
Creative Financial Designs
Indiana
$4K – – –
FHC
519
First Horizon Corporation
Tennessee
$4K – – –
ST
520
Smithfield Trust
Pennsylvania
$4K – – –
VNA
521
Valley National Advisers
Pennsylvania
$4K – – –
WT
522
Whittier Trust
California
$4K – – –
NFG
523
Next Financial Group
Texas
$4K +$277 +1 +6%
GAM
524
Gemmer Asset Management
California
$4K +$830 +3 +23%
CFGS
525
Concourse Financial Group Securities
Alabama
$4K +$1.38K +5 +56%