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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$45K -$537 -26 -1%
WTC
402
WhitTier Trust Company
Nevada
$45K – – –
PGWM
403
Parisi Gray Wealth Management
New Jersey
$45K +$49.6K +2,400 New
Acadian Asset Management
404
Acadian Asset Management
Massachusetts
$39K -$26K -1,257 -38%
EWM
405
Edge Wealth Management
New York
$38K -$207K -9,994 -83%
IA
406
IFP Advisors
Florida
$38K -$1.63K -79 -4%
SWM
407
SeaCrest Wealth Management
New York
$34K +$33.1K +1,601 +793%
GLI
408
Guardian Life Insurance
New York
$33K -$207 -10 -0.6%
SLF
409
Sun Life Financial
Ontario, Canada
$32K -$145 -7 -0.4%
KA
410
Kaizen Advisory
Illinois
$32K +$1.07K +52 +3%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$31K -$10.3K -500 -23%
MCM
412
Manchester Capital Management
Vermont
$31K – – –
PWM
413
PRW Wealth Management
Massachusetts
$30K +$32.4K +1,567 New
CCM
414
Covington Capital Management
California
$28K +$31K +1,500 New
Federated Hermes
415
Federated Hermes
Pennsylvania
$27K +$22.9K +1,106 +322%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$26.9K -$41 -2 -0.1%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$163K -7,882 -86%
CAL
418
Capital Advisors Ltd
Ohio
$25K – – –
JA
419
JOYN Advisors
Georgia
$25K +$7.19K +348 +35%
NFG
420
Next Financial Group
Texas
$24K -$7.79K -377 -23%
CI
421
CX Institutional
Indiana
$23K +$2.13K +103 +9%
TCOV
422
Trust Company of Vermont
Vermont
$22K -$5.91K -286 -20%
CAW
423
Cornerstone Advisors (Washington)
Washington
$21K -$3.97K -192 -15%
LFA
424
Legacy Financial Advisors
Kentucky
$21K +$14.7K +711 +182%
DOA
425
D'Orazio & Associates
Virginia
$19K – – –