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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$6K
ADL
227
Asset Dedication LLC
California
$6K +$3.08K +101 +101%
BBHC
228
Brown Brothers Harriman & Co
New York
$6K +$6.35K +208 New
HFS
229
Hantz Financial Services
Michigan
$5K
TF
230
TimeScale Financial
Massachusetts
$5K
AWM
231
Accel Wealth Management
Iowa
$4K
AF
232
Allworth Financial
California
$4K
ARMC
233
American Research & Management Company
Massachusetts
$4K
COCM
234
Charter Oak Capital Management
New Hampshire
$4K
PWMG
235
Prestige Wealth Management Group
New Jersey
$4K
TPCW
236
TD Private Client Wealth
New York
$3.49K +$489 +16 +15%
APA
237
American Portfolios Advisors
New York
$3.26K +$1.53K +50 +79%
IHWM
238
Iron Horse Wealth Management
Iowa
$3K
TIM
239
Tortoise Investment Management
New York
$3K
TCOV
240
Trust Company of Vermont
Vermont
$3K
VNA
241
Valley National Advisers
Pennsylvania
$3K
WTC
242
WhitTier Trust Company
Nevada
$3K
Federated Hermes
243
Federated Hermes
Pennsylvania
$3K +$2.75K +90 New
SWA
244
Sutton Wealth Advisors
Florida
$2.34K
CFA
245
Carroll Financial Associates
North Carolina
$2K
JPLA
246
Joseph P. Lucia & Associates
New York
$2K
AIC
247
Archer Investment Corporation
Indiana
$1.76K +$1.86K +61 New
RWM
248
Raffa Wealth Management
District of Columbia
$1.64K +$244 +8 +16%
CFB
249
Cullen/Frost Bankers
Texas
$1K
DAM
250
Delta Asset Management
Tennessee
$1K