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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
301
EARNEST Partners
Georgia
$3K – – –
PWM
302
Prentice Wealth Management
New York
$3K – – –
QCG
303
Quadrant Capital Group
Ohio
$3K – – –
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$3K – – –
PA
305
Parallel Advisors
California
$3K +$1.48K +61 +127%
TAIM
306
TD Ameritrade Investment Management
Nebraska
$2K -$23K -950 -93%
HR
307
Howe & Rusling
New York
$2K -$556 -23 -26%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2K -$387 -16 -13%
FHC
309
First Horizon Corporation
Tennessee
$2K -$193 -8 -8%
HIA
310
Harbor Investment Advisory
Maryland
$2K – – –
LWM
311
Liberty Wealth Management
California
$2K – – –
SIM
312
Sonora Investment Management
Arizona
$2K – – –
FCM
313
Firestone Capital Management
Florida
$2K +$24 +1 +1%
CI
314
CX Institutional
Indiana
$2K +$242 +10 +17%
CWP
315
Concord Wealth Partners
Virginia
$2K +$1.62K +67 New
CC
316
Cypress Capital
Tennessee
$1K -$1.06M -43,882 -100%
CWA
317
Clearview Wealth Advisors
Oregon
$1K – – –
CFB
318
Cullen/Frost Bankers
Texas
$1K – – –
EI
319
Ellevest Inc
New York
$1K – – –
FRA
320
Front Row Advisors
California
$1K – – –
GRP
321
Global Retirement Partners
California
$1K – – –
NFG
322
Next Financial Group
Texas
$1K – – –
VNA
323
Valley National Advisers
Pennsylvania
$1K – – –
VI
324
Vestcor Inc
New Brunswick, Canada
$1K – – –
WB
325
Webster Bank
Connecticut
$1K – – –