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Name Holding Trade Value Shares
Change
Change in
Stake
TF
651
TimeScale Financial
Massachusetts
$66K +$8.36K +443 +16%
BCWM
652
Bartlett & Co Wealth Management
Ohio
$62.7K – – –
LC
653
Lindbrook Capital
California
$61K +$4.94K +262 +9%
SIAP
654
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K +$56.6K +3,000 New
TI
655
tru Independence
Oregon
$60K +$109K +5,795 New
GLI
656
Guardian Life Insurance
New York
$59K -$698 -37 -1%
RA
657
Rational Advisors
New York
$57K -$144K -7,610 -73%
WWM
658
Willingdon Wealth Management
North Carolina
$57K -$37.8K -2,004 -42%
ST
659
Smithfield Trust
Pennsylvania
$57K – – –
RWA
660
Ropes Wealth Advisors
Massachusetts
$53K – – –
MF
661
Manchester Financial
California
$53K +$49K +2,597 New
KWM
662
Keebeck Wealth Management
Illinois
$51K +$48.1K +2,551 New
ZB
663
Zions Bancorporation
Utah
$50K +$1.94K +103 +4%
APA
664
American Portfolios Advisors
New York
$49.4K +$38 +2 +0.1%
Acadian Asset Management
665
Acadian Asset Management
Massachusetts
$49K -$718K -38,085 -94%
SF
666
Synovus Financial
Georgia
$48K +$5.53K +293 +14%
M
667
Mirova
France
$48K +$44.4K +2,354 New
SIM
668
Sonora Investment Management
Arizona
$47K +$2.6K +138 +6%
PCM
669
Prelude Capital Management
New York
$45K +$41.8K +2,218 New
RFM
670
Royal Fund Management
Florida
$44K +$38.7K +2,049 +1,507%
IBOK
671
Independence Bank of Kentucky
Kentucky
$40K – – –
ACM
672
AUA Capital Management
Pennsylvania
$39K – – –
JPLA
673
Joseph P. Lucia & Associates
New York
$39K – – –
SIAS
674
Shine Investment Advisory Services
Colorado
$39K – – –
FQ
675
First Quadrant
California
$38K – – –