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Name Holding Trade Value Shares
Change
Change in
Stake
APA
401
American Portfolios Advisors
New York
$38.8K – – –
TPCW
402
TD Private Client Wealth
New York
$38.5K +$37K +733 New
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$38K +$6.76K +134 +23%
FANJ
404
Financial Architects (New Jersey)
New Jersey
$34K – – –
TWA
405
TCI Wealth Advisors
Arizona
$31K +$15.1K +300 +100%
SPIA
406
Steward Partners Investment Advisory
New York
$29K -$10.6K -210 -27%
LB
407
Legacy Bridge
Iowa
$28K – – –
C
408
Cerebellum
California
$26K – – –
TIM
409
Tortoise Investment Management
New York
$25K -$77.5K -1,536 -76%
QCG
410
Quadrant Capital Group
Ohio
$25K +$2.47K +49 +10%
CFG
411
Citizens Financial Group
Rhode Island
$25K +$18.9K +374 +346%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$24K – – –
ZB
413
Zions Bancorporation
Utah
$23K +$11.8K +234 +117%
VFA
414
Valeo Financial Advisors
Indiana
$22K – – –
FWM
415
Focused Wealth Management
New York
$21K -$131K -2,600 -87%
FHA
416
First Horizon Advisors
Tennessee
$21K -$7.47K -148 -26%
SAM
417
S.A. Mason
Michigan
$21K +$20.2K +400 New
BCA
418
Berman Capital Advisors
Georgia
$20K – – –
BWM
419
Baystate Wealth Management
Massachusetts
$19K – – –
OPS
420
Orion Portfolio Solutions
Nebraska
$18K +$17.8K +352 New
SL
421
Savior LLC
Massachusetts
$17K +$16.4K +325 New
HWA
422
Heritage Wealth Advisors
Virginia
$16.8K +$4.69K +93 +41%
PA
423
Procyon Advisors
Connecticut
$16K +$15.8K +313 New
WTC
424
WhitTier Trust Company
Nevada
$14K – – –
PFBT
425
Parkside Financial Bank & Trust
Missouri
$14K +$1.41K +28 +12%