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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K -$14.5K -3,338 -58%
GWS
177
Glassman Wealth Services
Virginia
$9K -$1.14K -262 -10%
AF
178
Allworth Financial
California
$8K -$745 -171 -8%
TSWM
179
Tyler-Stone Wealth Management
Ohio
$8K -$205 -47 -2%
ZB
180
Zions Bancorporation
Utah
$7K +$144 +33 +2%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$7K +$749 +172 +11%
UB
182
UMB Bank
Missouri
$6K -$1.06K -243 -14%
AP
183
Arlington Partners
Alabama
$6K -$152 -35 -2%
NSIM
184
North Star Investment Management
Illinois
$4K -$100 -23 -2%
LWP
185
Laurel Wealth Planning
Minnesota
$3K -$74 -17 -2%
PB
186
Pinnacle Bancorp
Nebraska
$3K -$74 -17 -2%
BIA
187
Bell Investment Advisors
California
$3K +$1.2K +276 +56%
CTC
188
Central Trust Company
Missouri
$3K +$3.27K +750 New
APA
189
American Portfolios Advisors
New York
$2.54K -$13 -3 -0.5%
KFS
190
Kelly Financial Services
Massachusetts
$2.13K +$48 +11 +2%
GRP
191
Global Retirement Partners
California
$2K -$727 -167 -24%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$2K +$958 +220 +77%
CT
193
Clearstead Trust
Maine
$2K +$2.73K +628 New
ACM
194
Absolute Capital Management
Pennsylvania
$1.54K +$1.68K +385 New
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1K -$906 -208 -42%
SPIA
196
Steward Partners Investment Advisory
New York
$1K -$39 -9 -2%
SJIM
197
St. Johns Investment Management
Florida
$1K -$35 -8 -2%
CCA
198
Column Capital Advisors
Indiana
$1K -$30 -7 -2%
MA
199
Montag & Associates
Georgia
$1K -$22 -5 -3%
SC
200
Schubert & Co
Texas
$1K +$283 +65 +31%