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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$24K
HPC
377
HM Payson & Co
Maine
$22K
HNB
378
Huntington National Bank
Ohio
$22K
PMFA
379
Plante Moran Financial Advisors
Michigan
$22K
WT
380
Washington Trust
Rhode Island
$22K
TPCW
381
TD Private Client Wealth
New York
$19.7K
EI
382
Ellevest Inc
New York
$19K
TFM
383
TFC Financial Management
Massachusetts
$19K
MA
384
MUFG Americas
New York
$19K +$601 +3 +4%
CFGS
385
Concourse Financial Group Securities
Alabama
$18K +$4.01K +20 +33%
GAM
386
Gemmer Asset Management
California
$17K
WAS
387
Winch Advisory Services
Wisconsin
$17K
VCG
388
Vantage Consulting Group
Virginia
$17K +$15.6K +78 New
RPWA
389
Regent Peak Wealth Advisors
Georgia
$16K +$14.4K +72 New
GWM
390
Geneos Wealth Management
Colorado
$15K
BCA
391
Berman Capital Advisors
Georgia
$15K +$7.01K +35 +100%
TWA
392
TCI Wealth Advisors
Arizona
$15K +$12K +60 +1,000%
JWM
393
Janiczek Wealth Management
Colorado
$13K +$6.61K +33 +143%
PA
394
Parallel Advisors
California
$12K -$13.8K -69 -56%
CI
395
CX Institutional
Indiana
$12K -$200 -1 -2%
AJ
396
Ashburton (Jersey)
Jersey
$10K
SAI
397
Systematic Alpha Investments
New Jersey
$10K +$8.81K +44 New
S
398
SignatureFD
Georgia
$9K
MF
399
Manchester Financial
California
$8K
GRP
400
Global Retirement Partners
California
$6K -$801 -4 -14%