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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$56K +$569 +2 +0.8%
WAM
202
Wolverine Asset Management
Illinois
$50K +$68K +239 New
BCV
203
Banque Cantonale Vaudoise
Switzerland
$45K +$60.3K +212 New
WT
204
Whittier Trust
California
$43K
HI
205
Harbour Investments
Wisconsin
$43K +$57.8K +203 New
CWP
206
Concord Wealth Partners
Virginia
$39K +$50.1K +176 +2,200%
EP
207
Eudaimonia Partners
Tennessee
$37K
BEI
208
Benjamin Edwards Inc
Missouri
$24K
FC
209
FORA Capital
Florida
$23K -$257K -902 -89%
PA
210
Parallel Advisors
California
$22K -$58.9K -207 -67%
FHC
211
First Horizon Corporation
Tennessee
$18K -$569 -2 -2%
PCH
212
PGIM Custom Harvest
New Jersey
$18K
FHA
213
First Horizon Advisors
Tennessee
$17K +$23.9K +84 New
SPIA
214
Steward Partners Investment Advisory
New York
$16.4K +$3.98K +14 +22%
BC
215
Bartlett & Co
Ohio
$15K
BCWM
216
Bartlett & Co Wealth Management
Ohio
$14.7K
NFG
217
Next Financial Group
Texas
$13K +$17.1K +60 New
RE
218
RBC Europe
United Kingdom
$11.7K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$10K +$7.12K +25 +109%
US Bancorp
220
US Bancorp
Minnesota
$9K +$10.5K +37 +740%
TWA
221
TCI Wealth Advisors
Arizona
$7K
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$7K +$9.11K +32 New
RFA
223
Reilly Financial Advisors
California
$7K +$9.96K +35 New
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$6K
SFS
225
Sowell Financial Services
Arkansas
$6K