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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
First Horizon Advisors
326
First Horizon Advisors
Tennessee
$7K – – –
TD Ameritrade Investment Management
327
TD Ameritrade Investment Management
Nebraska
$7K – – –
Valeo Financial Advisors
328
Valeo Financial Advisors
Indiana
$7K – – –
CHC
329
City Holding Co
West Virginia
$6K – – –
LWA
330
Lenox Wealth Advisors
New York
$6K – – –
TCOV
331
Trust Company of Vermont
Vermont
$6K +$5.65K +66 New
RWM
332
Raffa Wealth Management
District of Columbia
$5.57K -$343 -4 -6%
JWA
333
JFS Wealth Advisors
Pennsylvania
$5K – – –
PFA
334
Professional Financial Advisors
Nebraska
$5K – – –
LWANC
335
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.31K +62 New
OC
336
Oakworth Capital
Alabama
$4K – – –
WLPWM
337
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
BlackRock
338
BlackRock
New York
$3K -$257 -3 -7%
SBL
339
Sargent Bickham Lagudis
Colorado
$3K – – –
TFO
340
Tarbox Family Office
California
$3K – – –
MassMutual Private Wealth & Trust
341
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.34K +39 New
EARNEST Partners
342
EARNEST Partners
Georgia
$2K – – –
SIAG
343
Safeguard Investment Advisory Group
California
$2K +$2.14K +25 New
FTDI
344
First Trust Direct Indexing
Massachusetts
$2K +$2.31K +27 New
Bartlett & Co Wealth Management
345
Bartlett & Co Wealth Management
Ohio
$1.47K +$1.46K +17 New
AIM
346
Anchor Investment Management
South Carolina
$1.06K – – –
HI
347
Hudock Inc
Pennsylvania
$1K -$1.97K -23 -51%
TFA
348
Transamerica Financial Advisors
Florida
$1K +$856 +10 New
Bartlett & Co
349
Bartlett & Co
Ohio
$1K +$1.46K +17 New
LWM
350
Liberty Wealth Management
California
$1K +$1.63K +19 New