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Name Holding Trade Value Shares
Change
Change in
Stake
LC
326
Lindbrook Capital
California
$7K
GAM
327
Gemmer Asset Management
California
$6K
SN
328
Sittner & Nelson
Oregon
$6K +$5.68K +150 New
AF
329
Advisornet Financial
Minnesota
$5K
ADL
330
Asset Dedication LLC
California
$5K
ME
331
McIlrath & Eck
Washington
$5K
PA
332
Parallel Advisors
California
$4K
BCA
333
Berman Capital Advisors
Georgia
$4K +$455 +12 +12%
FTDI
334
First Trust Direct Indexing
Massachusetts
$4K +$3.18K +84 New
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$4K +$3.79K +100 New
CTB
336
Country Trust Bank
Illinois
$3K
EARNEST Partners
337
EARNEST Partners
Georgia
$3K
AssetMark Inc
338
AssetMark Inc
California
$3K +$38 +1 +2%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.5K +66 New
MAM
340
McCarthy Asset Management
California
$3K +$2.65K +70 New
ICP
341
Interchange Capital Partners
Pennsylvania
$2K +$1.97K +52 New
BCWM
342
Bartlett & Co Wealth Management
Ohio
$1.06K +$947 +25 New
PFBT
343
Parkside Financial Bank & Trust
Missouri
$1K
RG
344
Retirement Group
California
$1K
RWA
345
Ropes Wealth Advisors
Massachusetts
$1K +$530 +14 New
FGAM
346
Financial Gravity Asset Management
Texas
$1K +$720 +19 New
BC
347
Bartlett & Co
Ohio
$1K +$947 +25 New
CCA
348
Childress Capital Advisors
Texas
$1K +$1.14K +30 New
RWM
349
Raffa Wealth Management
District of Columbia
$638
TPCW
350
TD Private Client Wealth
New York
$298