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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
401
Walled Lake Planning & Wealth Management
Illinois
$48K +$44.5K +647 New
FP
402
Financial Perspectives
Minnesota
$47.8K +$44.3K +645 New
MIFH
403
Migdal Insurance & Financial Holdings
Israel
$42K -$14.4K -209 -27%
Lazard Asset Management
404
Lazard Asset Management
New York
$38K +$36K +524 New
RWG
405
Regal Wealth Group
California
$37K -$34.4K -500 -50%
CG
406
Cutler Group
California
$37K
Acadian Asset Management
407
Acadian Asset Management
Massachusetts
$37K +$34.1K +496 New
ZB
408
Zions Bancorporation
Utah
$36K
AWA
409
Arkadios Wealth Advisors
Georgia
$34.2K +$26.7K +388 New
CYG
410
Clean Yield Group
Vermont
$33K
WEC
411
Winslow Evans & Crocker
Massachusetts
$32K +$27.2K +396 New
NSIM
412
North Star Investment Management
Illinois
$30K
TRCT
413
Tower Research Capital (TRC)
New York
$28K +$4.74K +69 +22%
WT
414
Whittier Trust
California
$20K -$20.1K -293 -52%
LC
415
Lindbrook Capital
California
$19K
FHA
416
First Horizon Advisors
Tennessee
$18K +$962 +14 +6%
EI
417
Ellevest Inc
New York
$16K +$14.6K +213 +4,260%
CWA
418
Capital Wealth Alliance
Arizona
$15K +$13.3K +194 New
BAM
419
Bellevue Asset Management
Washington
$15K +$13.7K +200 New
AA
420
Advisory Alpha
Michigan
$14.8K
RE
421
RBC Europe
United Kingdom
$14.8K +$13.7K +200 New
AIM
422
AIA Investment Management
Singapore
$14K
AC
423
Asio Capital
Kentucky
$14K +$13.7K +200 New
PFBT
424
Parkside Financial Bank & Trust
Missouri
$12K +$10.8K +157 New
S
425
SignatureFD
Georgia
$11K -$6.94K -101 -42%