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Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
251
Credit Agricole
France
$2K +$2.94K +240 New
BAM
252
Bellevue Asset Management
Washington
$2K +$3.07K +250 New
TPCW
253
TD Private Client Wealth
New York
$1.36K -$1.77K -144 -48%
WQ
254
Wealth Quarterback
New Jersey
$1.09K
VFA
255
Valeo Financial Advisors
Indiana
$1K -$15.3K -1,248 -93%
OPS
256
Orion Portfolio Solutions
Nebraska
$1K -$466 -38 -26%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$1K -$429 -35 -21%
MAM
258
Meeder Asset Management
Ohio
$1K -$245 -20 -14%
CAW
259
Cornerstone Advisors (Washington)
Washington
$1K -$147 -12 -11%
CCA
260
Column Capital Advisors
Indiana
$1K -$61 -5 -5%
HIA
261
Harbor Investment Advisory
Maryland
$1K -$61 -5 -3%
CFFP
262
Center for Financial Planning
Michigan
$1K
EARNEST Partners
263
EARNEST Partners
Georgia
$1K
GT
264
Glenmede Trust
Pennsylvania
$1K
KPW
265
Kore Private Wealth
New York
$1K
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PCG
267
Private Capital Group
Connecticut
$1K
SFG
268
Sowa Financial Group
Rhode Island
$1K
TF
269
Tompkins Financial
New York
$1K
TCOV
270
Trust Company of Vermont
Vermont
$1K
MCM
271
McMillion Capital Management
North Carolina
$1K +$1.59K +130 New
ABC
272
Associated Banc-Corp
Wisconsin
$1K +$1.99K +162 New
FP
273
Financial Perspectives
Minnesota
$881
AIM
274
Anchor Investment Management
South Carolina
$485 -$115K -9,400 -99%
CT
275
Caldwell Trust
Florida
$396