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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.76K +258 New
PFBT
152
Parkside Financial Bank & Trust
Missouri
$5K +$112 +5 +2%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$5K +$3.44K +154 +467%
AssetMark Inc
154
AssetMark Inc
California
$4K -$89 -4 -3%
FPS
155
Fieldpoint Private Securities
Connecticut
$3K
LC
156
Lindbrook Capital
California
$3K
S
157
SignatureFD
Georgia
$2K
GWS
158
Glassman Wealth Services
Virginia
$2K +$1.47K +66 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$1K -$848 -38 -34%
EI
160
Ellevest Inc
New York
$1K +$312 +14 +44%
C
161
Covestor
United Kingdom
$1K +$781 +35 New
Impax Asset Management Group
162
Impax Asset Management Group
United Kingdom
-$8.01M -373,986 Closed
SG Americas Securities
163
SG Americas Securities
New York
-$1.45M -67,758 Closed
CPO
164
Cerity Partners OCIO
New York
-$1.22M -57,032 Closed
CIP
165
Cornerstone Investment Partners
Georgia
-$204K -9,550 Closed
SO
166
STRS Ohio
Ohio
-$194K -9,100 Closed
Simplex Trading
167
Simplex Trading
Illinois
-$132K -5,894 Closed
SAM
168
Shell Asset Management
Netherlands
-$110K -5,143 Closed
HI
169
Harbour Investments
Wisconsin
-$8K -387 Closed
GLLW
170
Graves Light Lenhart Wealth
Virginia
-$7K -346 Closed
CFRPA
171
Castle Financial & Retirement Planning Associates
New Jersey
+$67 +3 New
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
+$89 +4 New