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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$18.5K
ACM
402
Antonetti Capital Management
Florida
$16.4K
BWP
403
Baldwin Wealth Partners
Massachusetts
$16.4K +$16K +600 New
ASN
404
Advisory Services Network
Georgia
$16.2K +$15.8K +593 New
QC
405
Quent Capital
New York
$15.4K
AF
406
Advisornet Financial
Minnesota
$15.4K +$1.07K +40 +8%
CTC
407
Central Trust Company
Missouri
$14.5K
GRP
408
Global Retirement Partners
California
$14.1K +$2.75K +103 +25%
Baillie Gifford & Co
409
Baillie Gifford & Co
United Kingdom
$14.1K
RTC
410
Riverview Trust Company
Washington
$14K +$13.5K +506 New
NF
411
Norwood Financial
Pennsylvania
$13.6K
NICM
412
Neo Ivy Capital Management
New York
$13K -$206K -7,731 -94%
OIS
413
Okabena Investment Services
Minnesota
$12.9K -$160K -5,998 -93%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$11.9K -$1.07K -40 -8%
PA
415
PSI Advisors
Florida
$11.6K
National Bank of Canada
416
National Bank of Canada
Quebec, Canada
$10.3K -$21.1K -789 -68%
PTC
417
Private Trust Company
Ohio
$10K +$1.52K +57 +20%
MPCL
418
My Personal CFO LLC
Washington
$9.6K +$9.39K +352 New
BIA
419
Bell Investment Advisors
California
$9.27K +$3.25K +122 +56%
MHR
420
Matthew Hamilton Rosenberg
$8.96K
BLC
421
Brown, Lisle/Cummings
Rhode Island
$8.18K
STCOSD
422
Sageworth Trust Company of South Dakota
South Dakota
$8K
BWA
423
BDO Wealth Advisors
Florida
$7.13K +$27 +1 +0.4%
SWM
424
Spire Wealth Management
Virginia
$7K -$57.8K -2,168 -90%
GKIM
425
GW&K Investment Management
Massachusetts
$7K