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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
IWC
77
Integrated Wealth Concepts
Massachusetts
$1.55K +$1.56K +31 New
AF
78
Allworth Financial
California
$1.35K +$1K +20 +286%
EP
79
Essential Partners
California
$901 +$502 +10 +125%
GI
80
GAMMA Investing
California
$751
B
81
Bayban
Minnesota
$651
MAM
82
Marquette Asset Management
Minnesota
$601
IA
83
IFP Advisors
Florida
$601 +$352 +7 +140%
UBS AM
84
UBS AM
Illinois
$501
RIL
85
Rothschild Investment LLC
Illinois
$400
EWA
86
EverSource Wealth Advisors
Alabama
$400 +$201 +4 +100%
BWA
87
Basecamp Wealth Advisors
Washington
$200 +$50 +1 +33%
TWD
88
True Wealth Design
Ohio
$101 +$100 +2 New
FFA
89
Farther Finance Advisors
California
$100 +$50 +1 +100%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$57
JWM
91
JPL Wealth Management
Colorado
$51
KFG
92
Kingdom Financial Group
Arizona
$26
CFMC
93
Curbstone Financial Management Corp
New Hampshire
-$2.99M -57,542 Closed
Bank of America
94
Bank of America
North Carolina
-$205K -3,940 Closed
Optiver Holding
95
Optiver Holding
Netherlands
-$2.08K -40 Closed
MCM
96
MAI Capital Management
Ohio
-$832 -16 Closed
C
97
Covestor
United Kingdom
-$1K -11 Closed
RFP
98
Root Financial Partners
California
-$104 -2 Closed
LAS
99
Lloyd Advisory Services
Georgia
-$27 -1 Closed