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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
876
TD Private Client Wealth
New York
$2.7K +$855 +3 +50%
CA
877
Crewe Advisors
Utah
$2.7K +$2.57K +9 New
GA
878
Guerra Advisors
Florida
$2.7K +$2.57K +9 New
AS
879
Altshuler Shaham
Israel
$2.4K -$539K -1,892 -100%
TIM
880
Tortoise Investment Management
New York
$2.4K +$1.14K +4 +100%
UB
881
UMB Bank
Missouri
$2.4K +$1.14K +4 +100%
KG
882
Kilter Group
New York
$2.1K – – –
RWM
883
Rialto Wealth Management
New York
$2.1K – – –
CMA
884
Cedar Mountain Advisors
Oregon
$2.1K +$2K +7 New
WCM
885
Winthrop Capital Management
Indiana
$2K – – –
AF
886
Advisornet Financial
Minnesota
$1.8K – – –
DSC
887
Duncker Streett & Co
Missouri
$1.8K – – –
PWA
888
Principia Wealth Advisory
Texas
$1.8K – – –
AP
889
Aspect Partners
Virginia
$1.8K +$1.71K +6 New
DPW
890
DiNuzzo Private Wealth
Pennsylvania
$1.66K – – –
WW
891
Winnow Wealth
Texas
$1.5K +$1.43K +5 New
JWM
892
JPL Wealth Management
Colorado
$1.5K +$1.43K +5 New
BHWM
893
Bay Harbor Wealth Management
Maryland
$1.5K +$285 +1 +25%
GIA
894
GHP Investment Advisors
Colorado
$1.2K – – –
DF
895
DecisionPoint Financial
Arizona
$914 – – –
BFS
896
Bare Financial Services
Pennsylvania
$899 – – –
GSWM
897
Golden State Wealth Management
California
$899 – – –
HI
898
Horizon Investments
North Carolina
$899 – – –
ACM
899
Anfield Capital Management
California
$899 +$855 +3 New
PS
900
PayPay Securities
Japan
$801 +$570 +2 +200%