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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
376
TD Private Client Wealth
New York
$82.1K -$13.4K -240 -16%
SOW
377
State of Wyoming
Wyoming
$80.2K +$13.8K +248 +25%
HF
378
Halpern Financial
Virginia
$72.1K
GIA
379
GHP Investment Advisors
Colorado
$59.6K -$1.23K -22 -3%
PPC
380
Park Place Capital
Alabama
$58.4K -$3.85K -69 -7%
IPW
381
Impact Partnership Wealth
Georgia
$57.7K +$49.1K +880 New
AF
382
Allworth Financial
California
$56.1K +$335 +6 +0.7%
HWA
383
HHM Wealth Advisors
Tennessee
$52.4K
LC
384
Lindbrook Capital
California
$51.9K +$2.57K +46 +6%
WTC
385
WhitTier Trust Company
Nevada
$50.3K
EWA
386
EverSource Wealth Advisors
Alabama
$50K -$1.56K -28 -4%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$46K +$502 +9 +1%
Lazard Asset Management
388
Lazard Asset Management
New York
$45K
TWM
389
Tradition Wealth Management
Minnesota
$45K +$279 +5 +0.7%
PA
390
Parallel Advisors
California
$45K +$4.8K +86 +14%
S
391
SignatureFD
Georgia
$40.1K +$3.52K +63 +11%
WWP
392
WR Wealth Planners
Missouri
$38.2K -$8.65K -155 -21%
CG
393
Cutler Group
California
$32K +$27.9K +500 New
HFS
394
Hantz Financial Services
Michigan
$31K +$1.12K +20 +4%
GWS
395
Glassman Wealth Services
Virginia
$29K
NA
396
NewEdge Advisors
Louisiana
$29K
HPC
397
HM Payson & Co
Maine
$26.2K -$5.58K -100 -20%
WT
398
Whittier Trust
California
$25.7K
MRCM
399
M&R Capital Management
New Jersey
$22.9K +$4.97K +89 +34%
DGAM
400
Desjardins Global Asset Management
Quebec, Canada
$21.5K +$335 +6 +2%