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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Cape Investment Advisory
Georgia
$8.73K +$2.67K +908 +49%
Jones Financial Companies
302
Jones Financial Companies
Missouri
$8.39K – – –
Bessemer Group
303
Bessemer Group
New Jersey
$8K +$7.72K +2,625 New
HNB
304
Huntington National Bank
Ohio
$7.57K +$5.44K +1,850 +349%
MA
305
Montag & Associates
Georgia
$7.44K +$868 +295 +14%
WPWM
306
Western Pacific Wealth Management
Illinois
$6.36K +$5.88K +2,000 New
WWP
307
WR Wealth Planners
Missouri
$5.54K – – –
WTA
308
Washington Trust Advisors
Massachusetts
$5.48K – – –
WFA
309
West Financial Advisors
Iowa
$5.01K +$4.63K +1,575 New
GKIM
310
GW&K Investment Management
Massachusetts
$4K – – –
JGIA
311
Jackson Grant Investment Advisers
Connecticut
$2.75K +$2.54K +864 New
JWA
312
JFS Wealth Advisors
Pennsylvania
$2.18K -$1.32K -450 -40%
AF
313
Allworth Financial
California
$2.15K – – –
HCP
314
Hexagon Capital Partners
Arkansas
$1.98K – – –
BWL
315
Bogart Wealth LLC
Virginia
$1.76K – – –
SAM
316
S.A. Mason
Michigan
$1.41K – – –
PFBT
317
Parkside Financial Bank & Trust
Missouri
$1.08K +$1K +340 New
AWM
318
Abound Wealth Management
Tennessee
$1.06K +$977 +332 New
GWS
319
Glassman Wealth Services
Virginia
$1.04K +$91 +31 +11%
CAM
320
ClariVest Asset Management
California
$1K – – –
RWM
321
Raffa Wealth Management
District of Columbia
$614 – – –
GI
322
Gradient Investments
Minnesota
$569 +$527 +179 New
CSC
323
Caldwell Sutter Capital
California
$353 +$327 +111 New
ACM
324
Antonetti Capital Management
Florida
$239 – – –
NA
325
NewEdge Advisors
Louisiana
$22 -$112 -38 -84%