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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
301
Reilly Financial Advisors
California
$8K – – –
HNB
302
Huntington National Bank
Ohio
$8K +$8.93K +86 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.33K +61 New
C
304
Covestor
United Kingdom
$6K +$6.43K +62 New
AF
305
Advisornet Financial
Minnesota
$5K – – –
Bessemer Group
306
Bessemer Group
New Jersey
$5K – – –
TCOV
307
Trust Company of Vermont
Vermont
$5K +$5.92K +57 New
BIA
308
Bell Investment Advisors
California
$4K -$8.93K -86 -65%
EW
309
Evoke Wealth
California
$4K – – –
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$4K +$3.01K +29 +126%
FWM
311
Focused Wealth Management
New York
$4K +$4.15K +40 New
Koshinski Asset Management
312
Koshinski Asset Management
Illinois
$3.17K – – –
PA
313
Parallel Advisors
California
$3K -$22.3K -215 -86%
QCG
314
Quadrant Capital Group
Ohio
$3K +$208 +2 +7%
GWS
315
Glassman Wealth Services
Virginia
$2K -$10.4K -100 -85%
CWP
316
Concord Wealth Partners
Virginia
$2K – – –
PFBT
317
Parkside Financial Bank & Trust
Missouri
$2K +$623 +6 +67%
FHA
318
First Horizon Advisors
Tennessee
$2K +$2.08K +20 +182%
JWM
319
Janiczek Wealth Management
Colorado
$1K -$1.14K -11 -65%
HWA
320
Heritage Wealth Advisors
Virginia
$1K – – –
CCM
321
Covington Capital Management
California
$1K +$726 +7 New
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$1K +$726 +7 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$1K +$830 +8 New
HGWM
324
Harvest Group Wealth Management
Massachusetts
$1K +$1.66K +16 New
TPCW
325
TD Private Client Wealth
New York
$654 +$726 +7 New