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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
$25.2K
BC
177
Bartlett & Co
Ohio
$25K
CFGS
178
Concourse Financial Group Securities
Alabama
$24.7K +$22.7K +4,896 New
SSB
179
Sandy Spring Bank
Maryland
$20.2K -$9.26K -2,000 -33%
AF
180
Allworth Financial
California
$17.3K +$6.55K +1,414 +70%
SC
181
Savant Capital
Illinois
$14.5K +$71.6K +15,468 New
GWS
182
Glassman Wealth Services
Virginia
$14.3K +$2.06K +444 +19%
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$10.5K +$1.39K +300 +17%
Bessemer Group
185
Bessemer Group
New Jersey
$10K -$3.74K -808 -30%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$10K
ZB
187
Zions Bancorporation
Utah
$7.76K -$987 -213 -12%
UB
188
UMB Bank
Missouri
$7K
MA
189
Montag & Associates
Georgia
$5.11K +$3.81K +823 +433%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.33K +503 +100%
NSIM
191
North Star Investment Management
Illinois
$4.89K
HI
192
Harbour Investments
Wisconsin
$4.8K +$4.41K +952 New
PB
193
Pinnacle Bancorp
Nebraska
$4K
BIA
194
Bell Investment Advisors
California
$3.86K
CTC
195
Central Trust Company
Missouri
$3.78K
LWP
196
Laurel Wealth Planning
Minnesota
$3.68K
JWA
197
JFS Wealth Advisors
Pennsylvania
$3.44K -$41.6K -8,987 -93%
CT
198
Clearstead Trust
Maine
$3K
KFS
199
Kelly Financial Services
Massachusetts
$2.72K
GRP
200
Global Retirement Partners
California
$2.69K