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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Prestige Wealth Management Group
New Jersey
$34K – – –
Clearstead Advisors
227
Clearstead Advisors
Ohio
$31K – – –
FHC
228
First Horizon Corporation
Tennessee
$31K +$31.9K +581 New
US Bancorp
229
US Bancorp
Minnesota
$24K – – –
IRC
230
Investors Research Corp
Georgia
$22K – – –
Quadrant Capital Group
231
Quadrant Capital Group
Ohio
$21K – – –
O'Shaughnessy Asset Management
232
O'Shaughnessy Asset Management
Connecticut
$20K – – –
Larson Financial Group
233
Larson Financial Group
Missouri
$20K +$20K +364 New
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$18K -$39.2K -713 -69%
LC
235
Lindbrook Capital
California
$17K -$2.91K -53 -15%
NFG
236
Next Financial Group
Texas
$14K +$13.9K +253 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$11K +$10.8K +197 New
TCI Wealth Advisors
239
TCI Wealth Advisors
Arizona
$9K +$3.13K +57 +55%
CFA
240
Carroll Financial Associates
North Carolina
$9K +$5.11K +93 +106%
Whittier Trust
241
Whittier Trust
California
$7K -$5K -91 -40%
FWM
242
Focused Wealth Management
New York
$5K – – –
CHAM
243
Clear Harbor Asset Management
Connecticut
$4.7K +$4.78K +87 New
NSIM
244
North Star Investment Management
Illinois
$4K – – –
MAM
245
Meeder Asset Management
Ohio
$4K +$659 +12 +20%
Glenmede Trust
246
Glenmede Trust
Pennsylvania
$3K -$1.21K -22 -23%
GAM
247
Gemmer Asset Management
California
$3K – – –
SignatureFD
248
SignatureFD
Georgia
$3K – – –
CAW
249
Cornerstone Advisors (Washington)
Washington
$2K – – –
TFGT
250
TS Financial Group (TSFG)
Illinois
$2K – – –