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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1151
Bay Harbor Wealth Management
Maryland
$1.79K +$638 +9 +60%
PWM
1152
Parkworth Wealth Management
California
$1.79K +$850 +12 +100%
KHC
1153
Koesten Hirschmann & Crabtree
Kansas
$1.74K +$1.63K +23 New
LWMI
1154
Legacy Wealth Management (Idaho)
Idaho
$1.64K – – –
LIS
1155
Legacy Investment Solutions
Idaho
$1.64K +$1.56K +22 New
FG
1156
Fairman Group
Pennsylvania
$1.64K – – –
HIA
1157
HFM Investment Advisors
New Jersey
$1.64K +$850 +12 +120%
CT
1158
Clearstead Trust
Maine
$1.49K +$1.42K +20 New
CTB
1159
Country Trust Bank
Illinois
$1.49K +$1.42K +20 New
FNWA
1160
Financial Network Wealth Advisors
Utah
$1.42K – – –
BHWM
1161
Beaird Harris Wealth Management
Texas
$1.34K +$1.28K +18 New
DF
1162
DecisionPoint Financial
Arizona
$1.29K +$1.21K +17 New
RS
1163
Rakuten Securities
Japan
$1.04K +$71 +1 +8%
SC
1164
Stephens Consulting
Michigan
$894 +$850 +12 New
NEWAS
1165
N.E.W. Advisory Services
Wisconsin
$745 -$709 -10 -50%
CFS
1166
CGC Financial Services
Oregon
$745 – – –
DFA
1167
DHJJ Financial Advisors
Illinois
$745 – – –
QWM
1168
Quaker Wealth Management
New Jersey
$745 +$709 +10 New
WA
1169
WestEnd Advisors
North Carolina
$670 -$71 -1 -10%
SRCM
1170
Signature Resources Capital Management
California
$521 +$496 +7 New
IAS
1171
IMA Advisory Services
Colorado
$372 +$354 +5 New
HI
1172
Hoey Investments
Pennsylvania
$298 – – –
CA
1173
Crewe Advisors
Utah
$298 +$283 +4 New
TFM
1174
TFC Financial Management
Massachusetts
$224 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
1175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$49.1M -725,488 Closed