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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
251
TD Private Client Wealth
New York
$8.07K
CAC
252
Core Alternative Capital
Georgia
$7.96K -$2.99K -60 -30%
PTC
253
Private Trust Company
Ohio
$5.88K +$1.84K +37 +54%
JWM
254
Janiczek Wealth Management
Colorado
$5.66K +$4.59K +92 +1,022%
IA
255
IFP Advisors
Florida
$4.48K +$1.99K +40 +100%
WT
256
Whittier Trust
California
$4.37K
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$3.7K +$449 +9 +16%
FWM
258
Focused Wealth Management
New York
$3.25K
CPG
259
Cornerstone Planning Group
New Jersey
$2.97K
EWA
260
EverSource Wealth Advisors
Alabama
$2.3K +$1.1K +22 +116%
FFA
261
Farther Finance Advisors
California
$2.19K +$1.25K +25 +179%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$2.07K
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$2.02K -$9.97K -200 -85%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.29K
AF
265
Allworth Financial
California
$1.23K -$598 -12 -35%
VWM
266
Venturi Wealth Management
Texas
$1.23K +$1.1K +22 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$1.18K -$199 -4 -16%
RTL
268
Red Tortoise LLC
Georgia
$1.06K
BTI
269
Blue Trust Inc
Georgia
$1K +$897 +18 New
PVH
270
Psagot Value Holdings
Israel
$1K +$1.2K +24 New
S
271
Sachetta
Massachusetts
$897 +$798 +16 New
LC
272
Lindbrook Capital
California
$840 -$3.19K -64 -81%
PWMG
273
Private Wealth Management Group
New Jersey
$729 +$648 +13 New
PA
274
Pineridge Advisors
Missouri
$616 +$548 +11 New
BIA
275
Bell Investment Advisors
California
$561 -$1.15K -23 -70%