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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$8.88K +2,975 New
EI
102
Ellevest Inc
New York
$7K -$46K -15,419 -86%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$6K
MCM
104
Manchester Capital Management
Vermont
$6K +$6.56K +2,196 New
APA
105
American Portfolios Advisors
New York
$4.48K -$15.5K -5,200 -77%
LWM
106
Liberty Wealth Management
California
$4K +$60 +20 +1%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$4K +$836 +280 +24%
CAL
108
Capital Analysts LLC
Pennsylvania
$3K
RWM
109
Raffa Wealth Management
District of Columbia
$2.64K +$1.08K +363 +64%
FPS
110
Fieldpoint Private Securities
Connecticut
$2K
GI
111
Gradient Investments
Minnesota
$2K
EW
112
Evoke Wealth
California
$1K
FHC
113
First Horizon Corporation
Tennessee
$1K
GAM
114
Gemmer Asset Management
California
$1K
BBHC
115
Brown Brothers Harriman & Co
New York
$2 +$2.08K +697 New
SFO
116
Standard Family Office
South Dakota
-$65K -22,469 Closed
WANY
117
Wealthspire Advisors (New York)
New York
-$51K -17,696 Closed
CG
118
Colony Group
Massachusetts
-$51K -17,462 Closed
CG
119
Caprock Group
Idaho
-$45K -15,483 Closed
VF
120
Virtu Financial
New York
-$38K -13,014 Closed
JMPWA
121
JP Morgan Private Wealth Advisors
California
-$34K -11,834 Closed
BTWM
122
Baker Tilly Wealth Management
Wisconsin
-$34K -11,513 Closed
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
-$20K -6,844 Closed
Simplex Trading
124
Simplex Trading
Illinois
-$14.3K -4,778 -96%
MWP
125
Meridian Wealth Partners
Pennsylvania
-$2K -600 Closed