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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$104K – – –
LC
452
Lindbrook Capital
California
$96K +$21.3K +5 +26%
S
453
SignatureFD
Georgia
$88K -$21.3K -5 -19%
HIIFS
454
Harel Insurance Investments & Financial Services
Israel
$88K +$93.7K +22 New
Bessemer Group
455
Bessemer Group
New Jersey
$84K -$51.1K -12 -36%
CAL
456
Capital Analysts LLC
Pennsylvania
$84K – – –
SIM
457
Sentry Investment Management
Wisconsin
$80K – – –
CAM
458
Close Asset Management
United Kingdom
$76K -$59.3M -13,920 -100%
WFA
459
Wipfli Financial Advisors
Wisconsin
$76K +$81K +19 New
CFGS
460
Concourse Financial Group Securities
Alabama
$72K – – –
BBPWM
461
Blue Bell Private Wealth Management
Pennsylvania
$64K – – –
QCG
462
Quadrant Capital Group
Ohio
$60K +$17K +4 +36%
C
463
Covestor
United Kingdom
$51K -$153K -36 -75%
EI
464
Ellevest Inc
New York
$48K +$25.6K +6 +100%
FNBOSM
465
First National Bank of South Miami
Florida
$44K -$17K -4 -27%
QC
466
Quent Capital
New York
$40K – – –
ECM
467
Estabrook Capital Management
New York
$39.9K – – –
HFM
468
Harvest Fund Management
China
$36K – – –
MCC
469
Money Concepts Capital
Florida
$32K – – –
CWC
470
Carolinas Wealth Consulting
North Carolina
$31K – – –
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
MIFH
472
Migdal Insurance & Financial Holdings
Israel
$28K – – –
ST
473
Smithfield Trust
Pennsylvania
$28K – – –
SC
474
Seldon Capital
California
$24K – – –
CA
475
Crewe Advisors
Utah
$20K – – –