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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
351
Lenox Wealth Advisors
New York
$35K
DWM
352
Defined Wealth Management
Oregon
$33K +$33.2K +170 New
MWC
353
MBM Wealth Consultants
Missouri
$32K
HNB
354
Huntington National Bank
Ohio
$31K +$3.32K +17 +12%
MA
355
MUFG Americas
New York
$30K
HIA
356
Harbor Investment Advisory
Maryland
$29K
PWM
357
Perigon Wealth Management
California
$29K +$28.7K +147 New
QCG
358
Quadrant Capital Group
Ohio
$28K
EI
359
Ellevest Inc
New York
$27K
EFSCE
360
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
APA
361
American Portfolios Advisors
New York
$25.3K
California State Teachers Retirement System (CalSTRS)
362
California State Teachers Retirement System (CalSTRS)
California
$25K -$136K -697 -84%
FHA
363
First Horizon Advisors
Tennessee
$25K
TPCW
364
TD Private Client Wealth
New York
$23.2K +$6.26K +32 +37%
ETC
365
Exchange Traded Concepts
Oklahoma
$23K +$18.8K +96 +436%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$22K
PFO
367
Pathstone Family Office
New Jersey
$22K +$21.9K +112 +3,733%
SFSIG
368
San Francisco Sentry Investment Group
California
$21K
WEC
369
Winslow Evans & Crocker
Massachusetts
$21K +$21.5K +110 New
PCG
370
Private Capital Group
Connecticut
$20K
APWM
371
Atlas Private Wealth Management
New York
$19K -$48.9K -250 -71%
SQA
372
Simon Quick Advisors
New Jersey
$19K +$18.8K +96 New
LC
373
Lindbrook Capital
California
$16K +$587 +3 +4%
ICP
374
Interchange Capital Partners
Pennsylvania
$16K +$16.8K +86 New
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$15K -$17K -87 -52%