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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
251
TD Private Client Wealth
New York
$14.4K -$24K -1,253 -63%
CIA
252
CSat Investment Advisory
Michigan
$14K +$1.34K +70 +11%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$11K
S
254
SignatureFD
Georgia
$8K -$15.3K -798 -67%
JCM
255
Jacobi Capital Management
Pennsylvania
$8K
FHA
256
First Horizon Advisors
Tennessee
$7K
TWA
257
TCI Wealth Advisors
Arizona
$7K +$2.49K +130 +59%
SL
258
Savior LLC
Massachusetts
$7K +$6.92K +362 New
IWP
259
IAG Wealth Partners
Wisconsin
$6K +$765 +40 +16%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$6K +$5.81K +304 New
HR
261
Howe & Rusling
New York
$5K -$3.29K -172 -42%
MAM
262
Meeder Asset Management
Ohio
$4K -$15.3K -799 -80%
OPS
263
Orion Portfolio Solutions
Nebraska
$4K -$1.24K -65 -24%
WT
264
Whittier Trust
California
$4K
AIM
265
Anchor Investment Management
South Carolina
$3.94K
AF
266
Advisornet Financial
Minnesota
$3K
ABC
267
Associated Banc-Corp
Wisconsin
$2K +$210 +11 +14%
PA
268
Procyon Advisors
Connecticut
$2K +$994 +52 +80%
TFS
269
TrustCore Financial Services
Tennessee
$2K +$2.03K +106 New
WT
270
Washington Trust
Rhode Island
$1K -$1.89K -99 -68%
CAW
271
Cornerstone Advisors (Washington)
Washington
$1K -$1.84K -96 -59%
EARNEST Partners
272
EARNEST Partners
Georgia
$1K
VNA
273
Valley National Advisers
Pennsylvania
$1K +$899 +47 New
CAC
274
Certified Advisory Corp
Florida
$1K +$956 +50 New
BCA
275
Berman Capital Advisors
Georgia
$1K +$994 +52 +133%