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NACCO Industries

Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$1.65K – – –
AF
77
Allworth Financial
California
$1.35K +$1K +20 +286%
EP
78
Essential Partners
California
$901 +$502 +10 +125%
GI
79
GAMMA Investing
California
$751 – – –
B
80
Bayban
Minnesota
$651 – – –
MAM
81
Marquette Asset Management
Minnesota
$601 – – –
IA
82
IFP Advisors
Florida
$601 +$352 +7 +140%
UBS AM
83
UBS AM
Illinois
$501 – – –
RIL
84
Rothschild Investment LLC
Illinois
$400 – – –
EWA
85
EverSource Wealth Advisors
Alabama
$400 +$201 +4 +100%
BWA
86
Basecamp Wealth Advisors
Washington
$200 +$50 +1 +33%
TWD
87
True Wealth Design
Ohio
$101 +$100 +2 New
FFA
88
Farther Finance Advisors
California
$100 +$50 +1 +100%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$57 – – –
JWM
90
JPL Wealth Management
Colorado
$51 – – –
KFG
91
Kingdom Financial Group
Arizona
$26 – – –
CFMC
92
Curbstone Financial Management Corp
New Hampshire
– -$2.99M -57,542 Closed
Bank of America
93
Bank of America
North Carolina
– -$205K -3,940 Closed
Optiver Holding
94
Optiver Holding
Netherlands
– -$2.08K -40 Closed
MCM
95
MAI Capital Management
Ohio
– -$832 -16 Closed
C
96
Covestor
United Kingdom
– -$1K -11 Closed
RFP
97
Root Financial Partners
California
– -$104 -2 Closed
LAS
98
Lloyd Advisory Services
Georgia
– -$27 -1 Closed