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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$5K -$112 -4 -2%
IP
302
Intellectus Partners
California
$5K – – –
VFA
303
Valeo Financial Advisors
Indiana
$5K – – –
GAM
304
Gemmer Asset Management
California
$4K – – –
PA
305
Parallel Advisors
California
$4K – – –
TWA
306
TCI Wealth Advisors
Arizona
$4K +$871 +31 +31%
Parallax Volatility Advisers
307
Parallax Volatility Advisers
California
$4K +$3.93K +140 New
IUHSA
308
Itau Unibanco Holding S.A.
Brazil
$4K +$4.27K +152 New
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$3.04K +$3.09K +110 New
ADL
310
Asset Dedication LLC
California
$3K – – –
CMBA
311
C.M. Bidwell & Associates
Hawaii
$3K – – –
FC
312
Ferris Capital
Massachusetts
$3K – – –
ST
313
Smithfield Trust
Pennsylvania
$3K – – –
VIA
314
Vantage Investment Advisors
Pennsylvania
$3K – – –
WTB
315
Washington Trust Bank
Washington
$3K – – –
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$3K +$983 +35 +50%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$3K +$2.81K +100 New
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$2K -$376K -13,378 -99%
PMFA
319
Plante Moran Financial Advisors
Michigan
$2K -$3.4K -121 -66%
TFO
320
Tarbox Family Office
California
$2K – – –
PIA
321
Piedmont Investment Advisors
North Carolina
$2K +$1.83K +65 New
CAW
322
Cornerstone Advisors (Washington)
Washington
$1K -$365 -13 -34%
CFA
323
Carroll Financial Associates
North Carolina
$1K – – –
JA
324
JOYN Advisors
Georgia
$1K +$1.18K +42 New
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$1K +$1.18K +42 New