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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$8.18K +$1.34K +102 +21%
HI
152
Harbour Investments
Wisconsin
$6.1K
HNB
153
Huntington National Bank
Ohio
$6.04K +$1.12K +85 +24%
FFA
154
Farther Finance Advisors
California
$5.9K -$606 -46 -9%
AF
155
Allworth Financial
California
$5.7K +$2.16K +164 +62%
FFA
156
Frazier Financial Advisors
Ohio
$5.25K -$4.73K -359 -48%
PTC
157
Private Trust Company
Ohio
$4.29K +$4.14K +314 New
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$3.71K +$290 +22 +8%
FHA
159
First Horizon Advisors
Tennessee
$3.66K +$3.53K +268 New
HCP
160
Hexagon Capital Partners
Arkansas
$3.38K -$1.33K -101 -29%
EBA
161
Eagle Bay Advisors
New York
$3.36K
LFG
162
Larson Financial Group
Missouri
$3.32K
SPIA
163
Steward Partners Investment Advisory
New York
$2.63K
PB
164
Pinnacle Bancorp
Nebraska
$2.42K
AA
165
Ancora Advisors
Ohio
$1.75K
TWD
166
True Wealth Design
Ohio
$1.67K +$514 +39 +47%
IA
167
IFP Advisors
Florida
$1.64K +$211 +16 +15%
VWM
168
Venturi Wealth Management
Texas
$1.56K +$1.5K +114 New
HWM
169
HighMark Wealth Management
Minnesota
$1.42K +$1.37K +104 New
NA
170
NewEdge Advisors
Louisiana
$1.33K
RWM
171
Raffa Wealth Management
District of Columbia
$1.07K
AWM
172
Abound Wealth Management
Tennessee
$1.03K -$158 -12 -14%
CAM
173
ClariVest Asset Management
California
$697
TWC
174
TD Waterhouse Canada
Ontario, Canada
$13 +$13 +1 New
SII
175
Silchester International Investors
United Kingdom
-$367M -26,168,715 Closed