Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
126
TD Private Client Wealth
New York
$1.13K – – –
HI
127
Harbour Investments
Wisconsin
$1.04K – – –
CPG
128
Cornerstone Planning Group
New Jersey
$894 +$895 +72 New
LFG
129
Larson Financial Group
Missouri
$816 – – –
PS
130
Principal Securities
Iowa
$526 +$224 +18 +82%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$473 +$447 +36 New
TWD
132
True Wealth Design
Ohio
$435 +$174 +14 +74%
AWM
133
Abound Wealth Management
Tennessee
$422 – – –
HNB
134
Huntington National Bank
Ohio
$13 – – –
XT
135
XTX Topco
Cayman Islands
– -$256K -20,835 Closed
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
– -$205K -16,701 Closed
NRI
137
NFP Retirement Inc
California
– -$143K -11,597 Closed
GT
138
Glenmede Trust
Pennsylvania
– -$131K -10,680 Closed
NWMG
139
National Wealth Management Group
Ohio
– -$126K -10,228 Closed
GWS
140
Glassman Wealth Services
Virginia
– -$18.1K -1,471 Closed
AF
141
Advisornet Financial
Minnesota
– -$16.1K -1,309 Closed
ACM
142
Aquatic Capital Management
Illinois
– -$15K -1,200 Closed
BWM
143
BKM Wealth Management
Wisconsin
– -$4.51K -367 Closed
FGAM
144
Financial Gravity Asset Management
Texas
– -$471 -38 Closed
BCM
145
Bourgeon Capital Management
Connecticut
– -$418 -34 Closed