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Name Holding Trade Value Shares
Change
Change in
Stake
HT
351
Heritage Trust
Oklahoma
$3K
SIS
352
Sound Income Strategies
Florida
$3K
TFS
353
TrustCore Financial Services
Tennessee
$3K
TAIM
354
TD Ameritrade Investment Management
Nebraska
$3K +$878 +14 +33%
Lazard Asset Management
355
Lazard Asset Management
New York
$2K -$4.92M -78,462 -100%
GRP
356
Global Retirement Partners
California
$2K -$2.01K -32 -52%
CI
357
CX Institutional
Indiana
$2K
GCM
358
Gables Capital Management
Florida
$2K
PFBT
359
Parkside Financial Bank & Trust
Missouri
$2K
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$2K
ZB
361
Zions Bancorporation
Utah
$2K
CC
362
Claybrook Capital
Massachusetts
$2K +$1.75K +28 New
WDL
363
Well Done LLC
Michigan
$2K +$1.75K +28 New
DBT
364
Dubuque Bank & Trust
Iowa
$2K +$2.32K +37 New
GWM
365
Geneos Wealth Management
Colorado
$2K +$2.69K +43 New
TC
366
Trust Company
Kansas
$1K -$4.59M -73,198 -100%
FRA
367
Front Row Advisors
California
$1K
SWM
368
SeaCrest Wealth Management
New York
$1K
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$1K
FGC
370
Financial Gravity Companies
Texas
$1K +$815 +13 New
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$815 +13 New
AIA
372
Alera Investment Advisors
Illinois
$1K +$940 +15 New
WANY
373
Wealthspire Advisors (New York)
New York
$1K +$1.07K +17 New
CCM
374
Copeland Capital Management
Pennsylvania
$1K +$1.44K +23 New
FCA
375
FinTrust Capital Advisors
South Carolina
$1K +$1.44K +23 New