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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
501
TRUE Private Wealth Advisors
Oregon
$27K – – –
SIAS
502
Shine Investment Advisory Services
Colorado
$26K – – –
Marshall Wace
503
Marshall Wace
United Kingdom
$26K +$31.6K +724 +3,620%
CFB
504
Cullen/Frost Bankers
Texas
$25K +$2.18K +50 +7%
EI
505
Ellevest Inc
New York
$25K +$6.25K +143 +25%
FRA
506
Front Row Advisors
California
$23K +$3.41K +78 +16%
TSW
507
Thompson Siegel & Walmsley
Virginia
$22K -$3.93K -90 -12%
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$28.3K +648 New
LB
509
Legacy Bridge
Iowa
$22K +$28.4K +650 New
GWM
510
Geneos Wealth Management
Colorado
$21K -$46.7K -1,069 -63%
FP
511
Financial Perspectives
Minnesota
$19.9K +$44 +1 +0.2%
AIM
512
AIA Investment Management
Singapore
$19K – – –
RWA
513
Ropes Wealth Advisors
Massachusetts
$19K – – –
PFBT
514
Parkside Financial Bank & Trust
Missouri
$18K -$6.2K -142 -21%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$18K – – –
CFGS
516
Concourse Financial Group Securities
Alabama
$18K +$9.96K +228 +75%
CFFP
517
Center for Financial Planning
Michigan
$17K – – –
IRC
518
Investors Research Corp
Georgia
$17K – – –
KPW
519
Kore Private Wealth
New York
$17K +$9.13K +209 +74%
LSA
520
Lion Street Advisors
Texas
$16K +$19.9K +455 New
FHA
521
First Horizon Advisors
Tennessee
$15K -$3.23K -74 -14%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CHC
523
City Holding Co
West Virginia
$15K – – –
HWA
524
Heritage Wealth Advisors
Virginia
$14.5K +$15.3K +351 +509%
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K +$2.31K +53 +16%