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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$10.4K -100 -25%
CFD
402
Creative Financial Designs
Indiana
$28K
KFP
403
KB Financial Partners
New Jersey
$28K +$27.6K +265 New
PFPT
404
Pinnacle Financial Partners (Tennessee)
Tennessee
$27K +$26.1K +250 New
PWA
405
Pinnacle Wealth Advisors
Tennessee
$27K +$26.1K +250 New
PB
406
Pinnacle Bancorp
Nebraska
$26K
SSB
407
Sandy Spring Bank
Maryland
$23K
HNB
408
Huntington National Bank
Ohio
$22K -$10.9K -105 -35%
GRP
409
Global Retirement Partners
California
$15K +$10K +96 +246%
SPIA
410
Steward Partners Investment Advisory
New York
$14K +$521 +5 +4%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$13K -$12.5K -120 -50%
HWMA
412
Heritage Wealth Management (Arizona)
Arizona
$13K -$3.13K -30 -20%
LC
413
Lindbrook Capital
California
$13K +$2.81K +27 +30%
FHA
414
First Horizon Advisors
Tennessee
$12K -$4.9K -47 -29%
CFA
415
Carroll Financial Associates
North Carolina
$11K -$1.15K -11 -9%
EARNEST Partners
416
EARNEST Partners
Georgia
$11K
MAM
417
Meeder Asset Management
Ohio
$11K
AssetMark Inc
418
AssetMark Inc
California
$11K +$10K +96 New
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.38K +90 New
CFO
420
CVA Family Office
Colorado
$9K
FF
421
FourThought Financial
Florida
$9K
RDWM
422
Red Door Wealth Management
Tennessee
$9K +$8.65K +83 New
TAIM
423
TD Ameritrade Investment Management
Nebraska
$7K -$1.04K -10 -14%
ST
424
Smithfield Trust
Pennsylvania
$7K
HI
425
Harbour Investments
Wisconsin
$6K -$6.26K -60 -52%