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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$5K +$4.27K +690 New
CT
202
Clearstead Trust
Maine
$4.01K
HFS
203
Hantz Financial Services
Michigan
$4K -$118 -19 -3%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$3.69K
JWA
205
JFS Wealth Advisors
Pennsylvania
$3.31K
OWP
206
ORG Wealth Partners
Texas
$3.26K +$3.16K +511 New
GKIM
207
GW&K Investment Management
Massachusetts
$3K
CT
208
Caldwell Trust
Florida
$3K
W
209
WealthCollab
Washington
$2.8K +$2.71K +438 New
NA
210
NewEdge Advisors
Louisiana
$2.5K +$111 +18 +5%
SPIA
211
Steward Partners Investment Advisory
New York
$2.42K
BGAI
212
Bruce G. Allen Investments
Colorado
$2.36K -$1.49K -240 -39%
SJIM
213
St. Johns Investment Management
Florida
$2.26K
CPG
214
Cornerstone Planning Group
New Jersey
$2.15K -$3.33K -538 -61%
JEST
215
JTC Employer Solutions Trustee
Jersey
$2K
VWM
216
Venturi Wealth Management
Texas
$1.93K +$1.87K +302 New
WT
217
Whittier Trust
California
$1.92K +$1.14K +184 +157%
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$1.85K
GBT
219
Grove Bank & Trust
Florida
$1.5K +$1.45K +234 New
AWM
220
Avior Wealth Management
Nebraska
$1.36K
MA
221
Montag & Associates
Georgia
$1.22K
AIM
222
Anchor Investment Management
South Carolina
$1.18K
HNB
223
Huntington National Bank
Ohio
$1.17K
GRP
224
Global Retirement Partners
California
$1.09K
AAP
225
Arax Advisory Partners
Colorado
$742 +$718 +116 New