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Name Holding Trade Value Shares
Change
Change in
Stake
TF
501
TimeScale Financial
Massachusetts
$25.4K +$48 +1 +0.2%
TD Private Client Wealth
502
TD Private Client Wealth
New York
$22.8K +$2.01K +42 +8%
CSPIA
503
Cary Street Partners Investment Advisory
Virginia
$22.8K – – –
Huntington National Bank
504
Huntington National Bank
Ohio
$22.4K -$6.94K -145 -20%
HIA
505
Harbor Investment Advisory
Maryland
$21.7K – – –
Geneos Wealth Management
506
Geneos Wealth Management
Colorado
$21K -$2.35K -49 -8%
TWM
507
Tradition Wealth Management
Minnesota
$20K +$718 +15 +3%
LF
508
Lee Financial
Texas
$18.7K – – –
WP
509
WealthPLAN Partners
Nebraska
$18.6K +$22.4K +467 New
Farmers & Merchants Investments Inc
510
Farmers & Merchants Investments Inc
Nebraska
$18.3K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$18.1K +$9.48K +198 +77%
CMP
512
Coston McIsaac & Partners
Maine
$18K +$479 +10 +2%
PMFA
513
Plante Moran Financial Advisors
Michigan
$17.9K – – –
Cullen/Frost Bankers
514
Cullen/Frost Bankers
Texas
$17.1K – – –
FRA
515
Front Row Advisors
California
$17K – – –
KA
516
Kozak & Associates
Colorado
$16.7K +$96 +2 +0.5%
Kayne Anderson Rudnick Investment Management
517
Kayne Anderson Rudnick Investment Management
California
$16.7K – – –
CFGS
518
Concourse Financial Group Securities
Alabama
$15.9K – – –
PWMG
519
Prestige Wealth Management Group
New Jersey
$15.7K – – –
TFGT
520
TS Financial Group (TSFG)
Illinois
$15K – – –
Global Retirement Partners
521
Global Retirement Partners
California
$14.7K +$383 +8 +2%
CBT
522
Central Bank & Trust
Kentucky
$14.7K – – –
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$13.9K -$7.14K -149 -30%
HCM
524
Hollencrest Capital Management
California
$13.1K – – –
Blue Trust Inc
525
Blue Trust Inc
Georgia
$13K -$766 -16 -7%