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Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
501
WhitTier Trust Company
Nevada
$72K – – –
QCG
502
Quadrant Capital Group
Ohio
$70.2K -$4.35K -46 -6%
HGERS
503
Householder Group Estate & Retirement Specialist
Arizona
$66K – – –
PCM
504
Penserra Capital Management
California
$66K +$756 +8 +1%
FFA
505
Farther Finance Advisors
California
$62.9K +$2.08K +22 +3%
FHA
506
First Horizon Advisors
Tennessee
$59.7K -$20.4K -216 -25%
SIM
507
Sentry Investment Management
Wisconsin
$58K -$11.9K -126 -17%
WBC
508
Westpac Banking Corp
Australia
$56.9K – – –
CWC
509
Carolinas Wealth Consulting
North Carolina
$56.2K – – –
EWA
510
EverSource Wealth Advisors
Alabama
$53.4K +$378 +4 +0.7%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.3K – – –
TWC
512
TD Waterhouse Canada
Ontario, Canada
$52.2K – – –
NA
513
NewEdge Advisors
Louisiana
$49.2K +$15.8K +167 +47%
TFGT
514
TS Financial Group (TSFG)
Illinois
$47K – – –
WB
515
Webster Bank
Connecticut
$46.9K – – –
TCA
516
Trifecta Capital Advisors
Illinois
$46.6K – – –
TPCW
517
TD Private Client Wealth
New York
$44K -$586K -6,197 -93%
DF
518
Dunhill Financial
United Kingdom
$43.4K +$189 +2 +0.4%
TFF
519
The Family Firm
Maryland
$42.2K +$42.5K +450 New
HI
520
Harbour Investments
Wisconsin
$41.8K -$4.44K -47 -10%
UB
521
UMB Bank
Missouri
$41K +$16.6K +176 +67%
NFSG
522
Newbridge Financial Services Group
Florida
$39.4K – – –
RWM
523
Raffa Wealth Management
District of Columbia
$38.9K – – –
GRP
524
Global Retirement Partners
California
$38.2K +$24.7K +261 +178%
PA
525
PSI Advisors
Florida
$37.7K – – –
19 20
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