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Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$25K +$16.8K +1,038 +118%
S
227
SignatureFD
Georgia
$24K +$6.83K +422 +30%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$22K +$13.7K +845 +99%
WFA
229
Wipfli Financial Advisors
Wisconsin
$22K +$27.6K +1,704 New
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$21K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$21K +$97 +6 +0.4%
MAM
232
Meeder Asset Management
Ohio
$21K +$5.63K +348 +28%
BWA
233
BDO Wealth Advisors
Florida
$20K
HFM
234
Harvest Fund Management
China
$20K +$24.2K +1,496 New
WBC
235
West Branch Capital
Massachusetts
$19K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$17K +$4.36K +269 +27%
BTI
237
Blue Trust Inc
Georgia
$17K +$14.5K +894 +287%
BCV
238
Banque Cantonale Vaudoise
Switzerland
$13K
Bessemer Group
239
Bessemer Group
New Jersey
$13K
CG
240
Cutler Group
California
$12K -$150K -9,243 -90%
NSIM
241
North Star Investment Management
Illinois
$12K
HI
242
Harbour Investments
Wisconsin
$9K
HS
243
Horan Securities
United States
$9K
LWCFA
244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
GWM
245
Geneos Wealth Management
Colorado
$8K -$12.2K -756 -54%
AF
246
Allworth Financial
California
$6K -$8.32K -514 -55%
IAMOG
247
Investors Asset Management of Georgia
Georgia
$6K
SWM
248
Sugarloaf Wealth Management
Georgia
$6K +$955 +59 +17%
HCP
249
Hexagon Capital Partners
Arkansas
$6K +$3.17K +196 +78%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.36K