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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$16K +$9.6K +289 +92%
II
127
Inspire Investing
Idaho
$15K +$19.1K +574 New
SIAS
128
Shine Investment Advisory Services
Colorado
$14K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$9K -$3.36M -101,165 -100%
GFPC
130
Global Financial Private Client
Florida
$6.42K
TJHA
131
Thomas J. Herzfeld Advisors
Florida
$6K
FCA
132
FinTrust Capital Advisors
South Carolina
$6K +$7.04K +212 +785%
EW
133
Evoke Wealth
California
$5.32K
LC
134
Lindbrook Capital
California
$5K -$22.9K -688 -80%
RFA
135
Reilly Financial Advisors
California
$5K
GSWM
136
Golden State Wealth Management
California
$5K +$5.68K +171 New
HFA
137
HC Financial Advisors
California
$5K +$6.05K +182 New
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.03K +61 +63%
RDWM
139
Red Door Wealth Management
Tennessee
$4K +$5.05K +152 New
SFA
140
Semmax Financial Advisors
North Carolina
$3K -$3.09K -93 -44%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$3K
WTC
142
WhitTier Trust Company
Nevada
$3K
BWM
143
BerganKDV Wealth Management
Minnesota
$3K +$1.89K +57 +78%
IA
144
IFP Advisors
Florida
$3K +$2.06K +62 +79%
PWMG
145
Prestige Wealth Management Group
New Jersey
$3K +$2.69K +81 +245%
APA
146
American Portfolios Advisors
New York
$2.13K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$2K
GWMIA
148
Global Wealth Management Investment Advisory
Florida
$2K
LWA
149
Lenox Wealth Advisors
New York
$2K
TPWA
150
TRUE Private Wealth Advisors
Oregon
$2K