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Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$3K – – –
TFS
177
TrustCore Financial Services
Tennessee
$3K +$1.44K +2 +67%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CFO
179
CVA Family Office
Colorado
$2K – – –
KTC
180
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
RA
181
Rise Advisors
New York
$2K – – –
SIC
182
Salem Investment Counselors
North Carolina
$2K – – –
WTA
183
Washington Trust Advisors
Massachusetts
$2K – – –
MWM
184
Mascoma Wealth Management
New Hampshire
$2K +$2.17K +3 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$1K -$3.61K -5 -71%
BCV
186
Banque Cantonale Vaudoise
Switzerland
$1K – – –
WOC
187
West Oak Capital
California
$1K – – –
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$622 – – –
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
– -$51.3M -58,170 Closed
DCP
190
Durable Capital Partners
Maryland
– -$11.2M -12,063 Closed
MIM
191
Monashee Investment Management
Massachusetts
– -$4.28M -4,612 Closed
AGM
192
Alpine Global Management
New York
– -$3.56M -3,833 Closed
IAA
193
Independent Advisor Alliance
North Carolina
– -$1.58M -1,705 Closed
LP
194
LMR Partners
United Kingdom
– -$623K -671 Closed
STA
195
Summit Trail Advisors
New York
– -$537K -579 Closed
Lido Advisors
196
Lido Advisors
California
– -$370K -399 Closed
NC
197
NinePointTwo Capital
California
– -$307K -331 Closed
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
– -$223K -251 Closed
CCWA
199
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$205K -221 Closed
LPL Financial
200
LPL Financial
California
– -$162K -175 Closed