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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
501
Impact Partnership Wealth
Georgia
$178 – – –
TCOV
502
Trust Company of Vermont
Vermont
$178 – – –
GFPC
503
Global Financial Private Client
Florida
$166 – – –
M
504
MOTCO
Texas
$160 -$972 -93 -84%
WT
505
Whittier Trust
California
$133 +$157 +15 New
CAS
506
Coppell Advisory Solutions
Texas
$98 – – –
BCH
507
Berkshire Capital Holdings
California
$89 – – –
TF
508
Tompkins Financial
New York
$89 – – –
DWA
509
Delos Wealth Advisors
Texas
$73 – – –
PMFA
510
Plante Moran Financial Advisors
Michigan
$71 +$84 +8 New
JWM
511
Janiczek Wealth Management
Colorado
$63 – – –
SL
512
Salomon & Ludwin
Virginia
$53 +$63 +6 New
RG
513
Retirement Group
California
$45 – – –
HF
514
Halpern Financial
Virginia
$36 – – –
TWD
515
True Wealth Design
Ohio
$36 – – –
LFG
516
Larson Financial Group
Missouri
$27 – – –
National Pension Service
517
National Pension Service
South Korea
$25 – – –
GEA
518
Glen Eagle Advisors
New Jersey
$18 – – –
TCM
519
TD Capital Management
Tennessee
$18 +$21 +2 New
CIR
520
Clear Investment Research
Georgia
$9 – – –
IHWM
521
Iron Horse Wealth Management
Iowa
$9 – – –
TCM
522
Tradewinds Capital Management
Washington
$9 – – –
GWSG
523
GPS Wealth Strategies Group
Colorado
$9 +$10 +1 New
KHCM
524
Kettle Hill Capital Management
New York
– -$25.8M -2,175,059 Closed
SPC
525
Slate Path Capital
New York
– -$17.3M -1,460,000 Closed