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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
401
Hefty Wealth Partners
Indiana
$13K
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$11K -$6.95K -165 -41%
CPIG
403
Chicago Partners Investment Group
Illinois
$10K
KT
404
Kanaly Trust
Texas
$9K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$9K +$1.81K +43 +30%
IWMPD
406
Integrated Wealth Management (Palm Desert)
California
$8K
WAM
407
Wealthspire Advisors (Maryland)
Maryland
$6K -$211 -5 -4%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$6K
SNT
409
Security National Trust
West Virginia
$5K
PCTC
410
Perkins Coie Trust Company
Washington
$5K +$4.21K +100 New
AssetMark Inc
411
AssetMark Inc
California
$4K -$102K -2,424 -97%
SF
412
Synovus Financial
Georgia
$4K
WEC
413
Winslow Evans & Crocker
Massachusetts
$3.67K +$42 +1 +1%
AIS
414
Accurate Investment Solutions
Pennsylvania
$3K
HIM
415
Hillsdale Investment Management
Ontario, Canada
$3K
CFG
416
Citizens Financial Group
Rhode Island
$3K +$1.48K +35 +85%
MCM
417
MV Capital Management
Maryland
$3K +$2.4K +57 New
CF
418
CenterStar Fund
Illinois
$2K
DSC
419
Duncker Streett & Co
Missouri
$2K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$2K
IAS
421
INR Advisory Services
Pennsylvania
$2K
TWA
422
TCI Wealth Advisors
Arizona
$2K
WA
423
Winfield Associates
Ohio
$2K
CAW
424
Cornerstone Advisors (Washington)
Washington
$2K +$1.43K +34 New
QCG
425
Quadrant Capital Group
Ohio
$2K +$1.9K +45 +214%