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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
451
Stephens Consulting
Michigan
$13.5K – – –
HI
452
Harbour Investments
Wisconsin
$12.3K – – –
HFM
453
Harvest Fund Management
China
$12K – – –
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K – – –
GM
455
GeoWealth Management
Illinois
$10.4K +$10.1K +60 New
AF
456
Advisornet Financial
Minnesota
$9.72K -$5.57K -33 -37%
WT
457
Whittier Trust
California
$9.55K – – –
BWM
458
Bullock Wealth Management
Indiana
$7.82K – – –
JWA
459
JFS Wealth Advisors
Pennsylvania
$7.17K – – –
FFO
460
Fortitude Family Office
Arizona
$7.17K – – –
AAP
461
Arax Advisory Partners
Colorado
$7.11K -$146K -864 -95%
CFD
462
Creative Financial Designs
Indiana
$6.82K – – –
PCM
463
Penserra Capital Management
California
$6K +$506 +3 +9%
FHA
464
First Horizon Advisors
Tennessee
$5.97K -$15.5K -92 -73%
BIA
465
Bell Investment Advisors
California
$5.63K – – –
BWL
466
Bogart Wealth LLC
Virginia
$3.24K – – –
CFB
467
Cullen/Frost Bankers
Texas
$3.07K – – –
OLVIG
468
Oliver Lagore Vanvalin Investment Group
Michigan
$3.07K – – –
CPA
469
Capital Performance Advisors
California
$3.07K +$3.04K +18 New
HWM
470
Hemington Wealth Management
Virginia
$3K +$3.21K +19 New
IHWM
471
Iron Horse Wealth Management
Iowa
$2.9K – – –
CAM
472
Creekmur Asset Management
Illinois
$2.56K – – –
CFGS
473
Concourse Financial Group Securities
Alabama
$2.22K – – –
AIM
474
Anchor Investment Management
South Carolina
$2.05K – – –
CFO
475
CVA Family Office
Colorado
$1.36K – – –
17 18
19
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