Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
SHP Wealth Management
Massachusetts
$5.33K -$491 -231 -9%
IA
277
IFP Advisors
Florida
$5.04K +$2.11K +990 +79%
TWC
278
TD Waterhouse Canada
Ontario, Canada
$4.48K – – –
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$3.49K -$1.12K -527 -25%
KFI
280
Key Financial Inc
Pennsylvania
$3.41K – – –
HI
281
Harbour Investments
Wisconsin
$3.12K +$296 +139 +11%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$2.55K – – –
JWA
283
JFS Wealth Advisors
Pennsylvania
$1.62K +$1.53K +721 New
SAM
284
Smartleaf Asset Management
Massachusetts
$1.46K – – –
CB
285
CNB Bank
Pennsylvania
$1.29K – – –
NWM
286
Navigoe Wealth Management
California
$1K – – –
SVCP
287
Silicon Valley Capital Partners
California
$645 – – –
TCM
288
Triumph Capital Management
Colorado
$621 – – –
AWM
289
Abound Wealth Management
Tennessee
$545 -$47 -22 -8%
SPIA
290
Steward Partners Investment Advisory
New York
$526 +$498 +234 New
LI
291
LRI Investments
Florida
$394 +$372 +175 New
RF
292
Rossby Financial
Florida
$311 – – –
Optiver Holding
293
Optiver Holding
Netherlands
$230 +$204 +96 +1,600%
BCV
294
Banque Cantonale Vaudoise
Switzerland
$174 -$16.7K -7,859 -9%
TC
295
Truvestments Capital
Florida
$20 – – –
AAS
296
Ameritas Advisory Services
Nebraska
$5 +$4 +2 New
LFG
297
Larson Financial Group
Missouri
$2 -$825 -388 -100%
MWPCG
298
Measured Wealth Private Client Group
New Hampshire
$2 – – –
ACP
299
Avantyr Capital Partners
New York
– -$29.4M -13,886,108 Closed
PP
300
Prudential plc
United Kingdom
– -$2.08M -1,003,250 Closed