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Matsons

Name Holding Trade Value Shares
Change
Change in
Stake
C
276
Covestor
United Kingdom
$97K -$36.7K -316 -30%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$87K +$28.4K +244 +58%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$79K +$69.8K +600 New
CFM
279
Catalyst Funds Management
Australia
$78.6K -$130K -1,120 -65%
EWM
280
Evermay Wealth Management
Virginia
$78.6K
BTI
281
Blue Trust Inc
Georgia
$66.9K +$48K +413 +227%
WT
282
Whittier Trust
California
$65.5K
WTC
283
WhitTier Trust Company
Nevada
$65.5K
KBC Group
284
KBC Group
Belgium
$59K +$21.7K +187 +71%
GJIA
285
Glass Jacobson Investment Advisors
Maryland
$58.9K
FHA
286
First Horizon Advisors
Tennessee
$56.8K -$15.9K -137 -24%
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$55.6K
FMP
288
Financial Management Professionals
Texas
$53K
CA
289
CoreCap Advisors
Michigan
$49.6K +$44.1K +379 New
SIS
290
Sound Income Strategies
Florida
$48.2K +$41.6K +358 +3,580%
PA
291
Parallel Advisors
California
$48.1K +$581 +5 +1%
HCM
292
Hollencrest Capital Management
California
$43.6K
SNB
293
Security National Bank
Nebraska
$43K
SPIA
294
Steward Partners Investment Advisory
New York
$42.3K +$37.6K +323 New
IAIM
295
International Assets Investment Management
Florida
$39.3K +$34.9K +300 New
GRP
296
Global Retirement Partners
California
$38.6K +$32.6K +280 +1,867%
RWMG
297
Redwood Wealth Management Group
New Jersey
$34.1K +$30.2K +260 New
NCM
298
Northwest Capital Management
Oregon
$29.9K
Ohio Public Employees Retirement System (OPERS)
299
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.6K
TCM
300
TruNorth Capital Management
Michigan
$27.1K +$24.1K +207 New