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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
451
Harbour Investments
Wisconsin
$12.3K – – –
HFM
452
Harvest Fund Management
China
$12K – – –
LWANC
453
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K – – –
GM
454
GeoWealth Management
Illinois
$10.4K +$10.1K +60 New
AF
455
Advisornet Financial
Minnesota
$9.72K -$5.57K -33 -37%
WT
456
Whittier Trust
California
$9.55K – – –
JWA
457
JFS Wealth Advisors
Pennsylvania
$7.17K – – –
FFO
458
Fortitude Family Office
Arizona
$7.17K – – –
AAP
459
Arax Advisory Partners
Colorado
$7.11K -$146K -864 -95%
CFD
460
Creative Financial Designs
Indiana
$6.82K – – –
PCM
461
Penserra Capital Management
California
$6K +$506 +3 +9%
FHA
462
First Horizon Advisors
Tennessee
$5.97K -$15.5K -92 -73%
BIA
463
Bell Investment Advisors
California
$5.63K – – –
BWL
464
Bogart Wealth LLC
Virginia
$3.24K – – –
CFB
465
Cullen/Frost Bankers
Texas
$3.07K – – –
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$3.07K – – –
CPA
467
Capital Performance Advisors
California
$3.07K +$3.04K +18 New
HWM
468
Hemington Wealth Management
Virginia
$3K +$3.21K +19 New
IHWM
469
Iron Horse Wealth Management
Iowa
$2.9K – – –
CAM
470
Creekmur Asset Management
Illinois
$2.56K – – –
CFGS
471
Concourse Financial Group Securities
Alabama
$2.22K – – –
AIM
472
Anchor Investment Management
South Carolina
$2.05K – – –
CFO
473
CVA Family Office
Colorado
$1.36K – – –
GWP
474
Gen-Wealth Partners
Michigan
$1.17K – – –
MG
475
Mather Group
Illinois
$1.02K +$1.01K +6 New
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19
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