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Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$183K -$9.88K -372 -5%
PMFA
377
Plante Moran Financial Advisors
Michigan
$142K
EWM
378
Endurance Wealth Management
Rhode Island
$140K +$8.21K +309 +6%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$139K
QCG
380
Quadrant Capital Group
Ohio
$131K -$77.1K -2,902 -36%
S
381
SignatureFD
Georgia
$102K -$983 -37 -0.9%
AA
382
Advisory Alpha
Michigan
$102K +$99.6K +3,750 New
BC
383
Bartlett & Co
Ohio
$98K
BCWM
384
Bartlett & Co Wealth Management
Ohio
$97.8K
FFA
385
Founders Financial Alliance
North Carolina
$92K +$88.5K +3,332 New
LGWM
386
Litman Gregory Wealth Management
California
$91K -$2.39K -90 -2%
PCM
387
Prelude Capital Management
New York
$89K +$92K +3,464 New
FMT
388
First Mercantile Trust
Tennessee
$86K -$8.21K -309 -10%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$81K +$83.5K +3,141 New
PCM
390
Penserra Capital Management
California
$78K -$558 -21 -0.7%
PFBT
391
Parkside Financial Bank & Trust
Missouri
$72K -$8.77K -330 -11%
CFG
392
CKW Financial Group
Hawaii
$72K
CFB
393
Cullen/Frost Bankers
Texas
$66K -$77K -2,900 -53%
C
394
Cerebellum
California
$65K +$66.8K +2,516 New
MA
395
MUFG Americas
New York
$63K -$7.97K -300 -11%
TPCW
396
TD Private Client Wealth
New York
$61.7K +$63.4K +2,386 +21,691%
CCM
397
Covington Capital Management
California
$60K
CAW
398
Cornerstone Advisors (Washington)
Washington
$59K
FHC
399
First Horizon Corporation
Tennessee
$58K +$60.1K +2,263 New
CFFP
400
Center for Financial Planning
Michigan
$52K