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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
401
Harvest Fund Management
China
$19K +$17.2K +294 New
LC
402
Lindbrook Capital
California
$17.8K +$1.58K +27 +11%
RTC
403
Riverview Trust Company
Washington
$17.4K
CFB
404
Cullen/Frost Bankers
Texas
$17.3K -$2.63K -45 -15%
CWM
405
CarsonAllaria Wealth Management
Illinois
$17.2K +$1.76K +30 +13%
TWA
406
TCI Wealth Advisors
Arizona
$17K -$10.4K -177 -41%
TWM
407
Tradition Wealth Management
Minnesota
$17K +$1.41K +24 +10%
GWS
408
Glassman Wealth Services
Virginia
$16.8K -$9.54K -163 -39%
CSWM
409
Cassady Schiller Wealth Management
Ohio
$15.5K
SSB
410
Sandy Spring Bank
Maryland
$15.5K
EI
411
Ellevest Inc
New York
$15.2K -$10.8K -184 -44%
OC
412
Oakworth Capital
Alabama
$14.8K
TFGT
413
TS Financial Group (TSFG)
Illinois
$14K +$5.27K +90 +72%
BWL
414
Bogart Wealth LLC
Virginia
$13.4K
BCM
415
Bourgeon Capital Management
Connecticut
$13.2K
MSFP
416
Mark Sheptoff Financial Planning
Connecticut
$13.2K
MMG
417
Monetary Management Group
Missouri
$13.2K +$11.7K +200 New
NA
418
Nordwand Advisors
Pennsylvania
$13.2K +$11.7K +200 New
HS
419
Horan Securities
United States
$12.7K -$1.17K -20 -9%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$12.5K +$4.21K +72 +61%
HCM
421
Hollencrest Capital Management
California
$12.5K
RA
422
Rise Advisors
New York
$11.1K
TC
423
Truvestments Capital
Florida
$10.9K -$8.25K -141 -46%
TIM
424
Tortoise Investment Management
New York
$10.5K
CA
425
Clearstead Advisors
Ohio
$10.5K -$3.63K -62 -28%