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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
176
Walled Lake Planning & Wealth Management
Illinois
$48K
TIS
177
Tortoise Index Solutions
Kansas
$46K +$2.71K +94 +5%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$44K -$7.57K -263 -13%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$40K -$1.33M -46,165 -97%
LIA
180
LS Investment Advisors
Michigan
$36K -$31.1K -1,081 -43%
VCM
181
Versant Capital Management
Arizona
$32K +$31.4K +1,091 +540%
S
182
SignatureFD
Georgia
$27K
CCA
183
Column Capital Advisors
Indiana
$25K
LWM
184
Liberty Wealth Management
California
$18K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$10K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$9K -$409K -14,224 -97%
CBT
187
Capital Bank & Trust
California
$9K
TL
188
TrueWealth LLC
Georgia
$5K
WB
189
West Bancorporation
Iowa
$5K
SWA
190
Sutton Wealth Advisors
Florida
$4.11K +$4.66K +162 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$4K -$2.16K -75 -30%
TWA
192
TCI Wealth Advisors
Arizona
$2K
MIFH
193
Migdal Insurance & Financial Holdings
Israel
$1K -$57K -1,981 -97%
PA
194
Parallel Advisors
California
$1K -$288 -10 -14%
IA
195
IFP Advisors
Florida
$1K -$86 -3 -10%
GT
196
Glenmede Trust
Pennsylvania
$1K
QCG
197
Quadrant Capital Group
Ohio
$1K
TFO
198
Tarbox Family Office
California
$1K
AIC
199
Ameritas Investment Company
Nebraska
$1K +$691 +24 New
TPCW
200
TD Private Client Wealth
New York
$432