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Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WealthPLAN Partners
Nebraska
$99.6K +$275K +3,058 New
AIC
677
Ayalon Insurance Company
Israel
$94K
DSC
678
Duncker Streett & Co
Missouri
$94K
CFG
679
Citizens Financial Group
Rhode Island
$93K +$88.2K +982 New
TWA
680
TCI Wealth Advisors
Arizona
$91K
WA
681
WFG Advisors
Texas
$87K
AIA
682
Allegis Investment Advisors
Idaho
$86K +$82.4K +917 New
CCMW
683
Cypress Capital Management (Wyoming)
Wyoming
$86K
WA
684
WealthTrust-Arizona
Arizona
$76K +$3.41K +38 +5%
PCTC
685
Perkins Coie Trust Company
Washington
$75K
SHJ
686
Sharkey, Howes & Javer
Colorado
$75K
WAM
687
Wealthspire Advisors (Maryland)
Maryland
$69K +$66.1K +736 New
EDRH
688
Edmond de Rothschild Holding
Switzerland
$66K -$40.4K -450 -39%
GWM
689
Gupta Wealth Management
California
$64K +$18K +200 +42%
AIM
690
Advantage Investment Management
Iowa
$60K -$539 -6 -0.9%
M
691
MOTCO
Texas
$54K
MCM
692
MV Capital Management
Maryland
$54K
S
693
SignatureFD
Georgia
$53K +$22.2K +247 +77%
Carson Wealth (CWM LLC)
694
Carson Wealth (CWM LLC)
Nebraska
$49K +$1.98K +22 +4%
AssetMark Inc
695
AssetMark Inc
California
$49K +$39.5K +440 +512%
KKAMG
696
Kernodle & Katon Asset Management Group
Arkansas
$49K +$47.1K +524 New
MUS
697
Mitsubishi UFJ Securities
Japan
$48K
BC
698
Bartlett & Co
Ohio
$47K
EFSCE
699
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$2.43K +27 +6%
GXMC
700
Global X Management Company
New York
$43K -$20.3K -226 -33%