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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$11K – – –
Huntington National Bank
227
Huntington National Bank
Ohio
$8.95K – – –
ADL
228
Asset Dedication LLC
California
$8K – – –
QL
229
Quarry LP
New York
$6.24K +$5.74K +37 New
FCA
230
FinTrust Capital Advisors
South Carolina
$5.74K – – –
CA
231
Crewe Advisors
Utah
$5.74K +$5.28K +34 New
Principal Securities
232
Principal Securities
Iowa
$5.57K – – –
Whittier Trust
233
Whittier Trust
California
$5.57K – – –
FFC
234
First Financial Corp
Indiana
$5.4K +$4.97K +32 New
IFP Advisors
235
IFP Advisors
Florida
$5.23K -$8.07K -52 -63%
LC
236
Lindbrook Capital
California
$4.39K – – –
GJWM
237
Gilliland Jeter Wealth Management
Arkansas
$3.88K +$3.57K +23 New
Farther Finance Advisors
238
Farther Finance Advisors
California
$2.97K – – –
DJSG
239
D.J. St. Germain
Massachusetts
$2.87K – – –
JWM
240
Janiczek Wealth Management
Colorado
$2.53K – – –
Farmers & Merchants Investments Inc
241
Farmers & Merchants Investments Inc
Nebraska
$2.36K – – –
Global Retirement Partners
242
Global Retirement Partners
California
$2.36K – – –
CFGS
243
Concourse Financial Group Securities
Alabama
$2.36K -$155 -1 -7%
Montag & Associates
244
Montag & Associates
Georgia
$2.34K +$2.17K +14 New
Allworth Financial
245
Allworth Financial
California
$2.19K – – –
MassMutual Private Wealth & Trust
246
MassMutual Private Wealth & Trust
Connecticut
$2.19K -$1.09K -7 -35%
CWC
247
Carolinas Wealth Consulting
North Carolina
$1.99K -$464K -2,988 -100%
AGWCA
248
Annis Gardner Whiting Capital Advisors
Florida
$1.86K – – –
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.86K – – –
CIA
250
Cape Investment Advisory
Georgia
$1.69K +$1.55K +10 New