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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$7K -$757 -7 -9%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$6.74K +$3.03K +28 +82%
HNB
203
Huntington National Bank
Ohio
$5.76K -$2.16K -20 -27%
CIM
204
Contravisory Investment Management
Massachusetts
$5.22K
IA
205
IFP Advisors
Florida
$5K -$216 -2 -3%
ADL
206
Asset Dedication LLC
California
$5K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$5K +$2.6K +24 +83%
WT
208
Whittier Trust
California
$3.59K
LC
209
Lindbrook Capital
California
$2.83K
CFGS
210
Concourse Financial Group Securities
Alabama
$2.72K -$757 -7 -22%
TWP
211
TFO Wealth Partners
Ohio
$2.65K +$1.08K +10 New
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.06K +19 New
Barrow, Hanley, Mewhinney & Strauss
213
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.85K
RFG
214
RFP Financial Group
Georgia
$1.85K +$1.84K +17 New
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.74K +$216 +2 +14%
BAM
216
Belpointe Asset Management
Nevada
$1.63K +$1.62K +15 New
GRP
217
Global Retirement Partners
California
$1.52K
FCA
218
FinTrust Capital Advisors
South Carolina
$1.41K -$11.7K -108 -89%
SC
219
Schubert & Co
Texas
$1.3K +$216 +2 +20%
MFT
220
Moisand Fitzgerald Tamayo
Florida
$1.2K +$1.19K +11 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$870 +$865 +8 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$652 +$108 +1 +20%
WWM
223
Wolff Wiese Magana
California
$543
SIC
224
SJS Investment Consulting
Ohio
$543 +$324 +3 +150%
DI
225
Disciplined Investments
Oklahoma
$326