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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$38.5K +$37K +733 New
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$38K +$6.76K +134 +23%
FANJ
403
Financial Architects (New Jersey)
New Jersey
$34K
TWA
404
TCI Wealth Advisors
Arizona
$31K +$15.1K +300 +100%
SPIA
405
Steward Partners Investment Advisory
New York
$29K -$10.6K -210 -27%
LB
406
Legacy Bridge
Iowa
$28K
C
407
Cerebellum
California
$26K
TIM
408
Tortoise Investment Management
New York
$25K -$77.5K -1,536 -76%
QCG
409
Quadrant Capital Group
Ohio
$25K +$2.47K +49 +10%
CFG
410
Citizens Financial Group
Rhode Island
$25K +$18.9K +374 +346%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$24K
ZB
412
Zions Bancorporation
Utah
$23K +$11.8K +234 +117%
VFA
413
Valeo Financial Advisors
Indiana
$22K
FWM
414
Focused Wealth Management
New York
$21K -$131K -2,600 -87%
FHA
415
First Horizon Advisors
Tennessee
$21K -$7.47K -148 -26%
SAM
416
S.A. Mason
Michigan
$21K +$20.2K +400 New
BCA
417
Berman Capital Advisors
Georgia
$20K
BWM
418
Baystate Wealth Management
Massachusetts
$19K
OPS
419
Orion Portfolio Solutions
Nebraska
$18K +$17.8K +352 New
SL
420
Savior LLC
Massachusetts
$17K +$16.4K +325 New
HWA
421
Heritage Wealth Advisors
Virginia
$16.8K +$4.69K +93 +41%
PA
422
Procyon Advisors
Connecticut
$16K +$15.8K +313 New
WTC
423
WhitTier Trust Company
Nevada
$14K
PFBT
424
Parkside Financial Bank & Trust
Missouri
$14K +$1.41K +28 +12%
TCWM
425
Total Clarity Wealth Management
Illinois
$14K +$13.1K +260 New