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Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
Gould Capital
Washington
$11K
WAM
202
Worth Asset Management
Texas
$10K -$1.58K -378 -13%
BWA
203
BDO Wealth Advisors
Florida
$9K
BTI
204
Blue Trust Inc
Georgia
$8K +$6.91K +1,648 New
SFM
205
Systematic Financial Management
New Jersey
$6K
CA
206
Centerpoint Advisors
Massachusetts
$5K
PA
207
Parallel Advisors
California
$5K +$4K +953 +327%
HR
208
Howe & Rusling
New York
$4K -$461 -110 -9%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$4K
FHA
210
First Horizon Advisors
Tennessee
$4K +$4.43K +1,058 New
FEG
211
Financial Enhancement Group
Indiana
$3K
LF
212
Lee Financial
Texas
$2K
VCM
213
Versant Capital Management
Arizona
$2K +$205 +49 +9%
SWM
214
Spire Wealth Management
Virginia
$2K +$239 +57 +13%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2K +$1.4K +333 +142%
VVP
216
Venture Visionary Partners
Ohio
$1.25K +$1.38K +329 New
GRP
217
Global Retirement Partners
California
$1K -$620 -148 -50%
BL
218
Bleichroeder LP
New York
$1K
BBHC
219
Brown Brothers Harriman & Co
New York
$1K
FCB
220
First Command Bank
Texas
$1K
FCFS
221
First Command Financial Services
Texas
$1K
GWM
222
Geneos Wealth Management
Colorado
$1K
PFGIA
223
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TWA
224
TCI Wealth Advisors
Arizona
$1K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1K +$75 +18 +11%