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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
151
True Wealth Design
Ohio
$10.5K +$13 +1 +0.1%
WAM
152
Wolverine Asset Management
Illinois
$8.54K -$197K -14,888 -95%
TH
153
TCTC Holdings
Texas
$8.51K
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$8.39K
SCM
155
Sterling Capital Management
North Carolina
$7.88K -$7.45K -563 -45%
Bessemer Group
156
Bessemer Group
New Jersey
$7K +$344 +26 +4%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$6.91K -$6.16K -466 -44%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$6.44K
ECM
159
Estabrook Capital Management
New York
$5.57K
LC
160
Lindbrook Capital
California
$5.53K +$701 +53 +13%
PLU
161
Performa Ltd (US)
South Carolina
$4.58K
S
162
SignatureFD
Georgia
$4.5K -$331 -25 -6%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$4.11K +$4.68K +354 New
Barrow, Hanley, Mewhinney & Strauss
164
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.13K
HCA
165
Harbor Capital Advisors
Illinois
$3K +$1.53K +116 +72%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$2.78K
GWSA
167
Global Wealth Strategies & Associates
Colorado
$2.73K
PSFG
168
Park Square Financial Group
Georgia
$2.65K
SAM
169
Smartleaf Asset Management
Massachusetts
$2.56K
CCM
170
Coldstream Capital Management
Washington
$2.15K +$2.45K +185 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$2.06K -$212 -16 -8%
EWA
172
EverSource Wealth Advisors
Alabama
$2.01K -$661 -50 -22%
LSA
173
Leonteq Securities AG
Switzerland
$1.99K
RTL
174
Red Tortoise LLC
Georgia
$1.89K
IA
175
IFP Advisors
Florida
$1.75K -$93 -7 -4%