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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$29.1K -$6.63K -77 -20%
TIM
527
Tortoise Investment Management
New York
$26.9K
LC
528
Lindbrook Capital
California
$25.3K +$3.18K +37 +16%
MFF
529
Mango Five Family
Nevada
$25.3K +$23.2K +270 New
BCWM
530
Bartlett & Co Wealth Management
Ohio
$24.5K +$21.5K +250 +2,500%
UB
531
UMB Bank
Missouri
$24.1K
BC
532
Bartlett & Co
Ohio
$24K +$21.5K +250 +2,500%
SWA
533
SOA Wealth Advisors
New York
$23.6K -$6.45K -75 -23%
CPG
534
Cornerstone Planning Group
New Jersey
$22.2K +$258 +3 +1%
SWS
535
SYSTM Wealth Solutions
Illinois
$20.5K +$18.8K +219 New
VWM
536
Venturi Wealth Management
Texas
$19.3K +$17.7K +206 New
HCP
537
Hexagon Capital Partners
Arkansas
$19.1K +$344 +4 +2%
LS
538
Livforsakringsbolaget Skandia
Sweden
$18.7K
RA
539
Rise Advisors
New York
$16.5K
IBOK
540
Independence Bank of Kentucky
Kentucky
$16.4K +$8.61K +100 +133%
PMFA
541
Plante Moran Financial Advisors
Michigan
$16.2K
MIFH
542
Migdal Insurance & Financial Holdings
Israel
$16K -$688 -8 -5%
AF
543
Allworth Financial
California
$15.2K +$5.85K +68 +72%
PIM
544
Plato Investment Management
Australia
$14.8K +$13.6K +158 New
LFA
545
LGT Financial Advisors
Texas
$14.5K
SIC
546
Salem Investment Counselors
North Carolina
$13.2K
NRG
547
Nemes Rush Group
Michigan
$12.4K
TCWA
548
Turtle Creek Wealth Advisors
Texas
$12.3K +$11.3K +131 New
CP
549
Castleview Partners
Texas
$11.3K
GRP
550
Global Retirement Partners
California
$11.1K +$172 +2 +2%