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IPGP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Clearstead Advisors
Ohio
$12K -$7.56K -55 -34%
HNB
327
Huntington National Bank
Ohio
$12K – – –
SOW
328
State of Wyoming
Wyoming
$11K -$55.7K -405 -81%
HPC
329
HM Payson & Co
Maine
$11K – – –
GRP
330
Global Retirement Partners
California
$11K +$11.8K +86 +319%
GIA
331
GHP Investment Advisors
Colorado
$11K +$13.7K +100 New
TWC
332
TD Waterhouse Canada
Ontario, Canada
$11K – – –
MCM
333
MV Capital Management
Maryland
$10K +$6.87K +50 +111%
TPCW
334
TD Private Client Wealth
New York
$9.33K +$550 +4 +5%
KTC
335
Kistler-Tiffany Companies
Pennsylvania
$9K -$12.2K -89 -53%
EI
336
Ellevest Inc
New York
$9K – – –
TFM
337
TFC Financial Management
Massachusetts
$9K – – –
ZB
338
Zions Bancorporation
Utah
$9K +$7.29K +53 +204%
GAM
339
Gemmer Asset Management
California
$8K – – –
GWM
340
Geneos Wealth Management
Colorado
$8K – – –
WAS
341
Winch Advisory Services
Wisconsin
$8K – – –
PA
342
Parallel Advisors
California
$7K -$11K -80 -58%
DFCM
343
Dark Forest Capital Management
Puerto Rico
$7K -$2.89K -21 -25%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$7K +$8.11K +59 +1,180%
IA
345
IFP Advisors
Florida
$5K +$3.02K +22 New
TWA
346
TCI Wealth Advisors
Arizona
$5K +$5.64K +41 New
BHWM
347
Beaird Harris Wealth Management
Texas
$4K – – –
HWA
348
HHM Wealth Advisors
Tennessee
$4K – – –
EWA
349
EverSource Wealth Advisors
Alabama
$4K +$2.06K +15 +71%
GWS
350
Glassman Wealth Services
Virginia
$4K +$2.89K +21 +117%
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14
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