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Name Holding Trade Value Shares
Change
Change in
Stake
Parallel Advisors
151
Parallel Advisors
California
$7.54K +$521 +14 +8%
CPA
152
Capital Performance Advisors
California
$6.02K +$5.32K +143 New
LC
153
Lindbrook Capital
California
$4.46K -$1.64K -44 -29%
Principal Securities
154
Principal Securities
Iowa
$4.21K – – –
Brown Brothers Harriman & Co
155
Brown Brothers Harriman & Co
New York
$4.17K +$3.68K +99 New
TWD
156
True Wealth Design
Ohio
$3.54K +$3.13K +84 New
US Bancorp
157
US Bancorp
Minnesota
$3.49K – – –
HM Payson & Co
158
HM Payson & Co
Maine
$3.24K +$2.87K +77 New
Bessemer Group
159
Bessemer Group
New Jersey
$3K +$2.46K +66 New
UMB Bank
160
UMB Bank
Missouri
$2.86K +$1.49K +40 +143%
LFA
161
LGT Financial Advisors
Texas
$2.53K – – –
EverSource Wealth Advisors
162
EverSource Wealth Advisors
Alabama
$2.19K – – –
BSB
163
Bangor Savings Bank
Maine
$2.1K – – –
TD Waterhouse Canada
164
TD Waterhouse Canada
Ontario, Canada
$2.05K – – –
Sterling Capital Management
165
Sterling Capital Management
North Carolina
$1.9K +$1.67K +45 New
BOK Financial
166
BOK Financial
Oklahoma
$1.4K +$1.26K +34 New
Smartleaf Asset Management
167
Smartleaf Asset Management
Massachusetts
$1.14K +$112 +3 +13%
RIL
168
Rothschild Investment LLC
Illinois
$1.05K +$744 +20 +400%
Global Retirement Partners
169
Global Retirement Partners
California
$800 – – –
Farmers & Merchants Investments Inc
170
Farmers & Merchants Investments Inc
Nebraska
$632 – – –
Allworth Financial
171
Allworth Financial
California
$632 +$298 +8 +114%
OC
172
Oarsman Capital
Wisconsin
$421 +$372 +10 New
Huntington National Bank
173
Huntington National Bank
Ohio
$337 +$149 +4 +100%
MassMutual Private Wealth & Trust
174
MassMutual Private Wealth & Trust
Connecticut
$295 – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$169 +$149 +4 New