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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$28.2K – – –
OL
602
OneFund LLC
Florida
$28.1K +$1.64K +116 +6%
SIM
603
Sentry Investment Management
Wisconsin
$28K – – –
BAM
604
Byrne Asset Management
New Jersey
$27.2K +$26.8K +1,900 New
CAL
605
Capital Advisors Ltd
Ohio
$27K – – –
HWA
606
Heritage Wealth Advisors
Virginia
$26.9K – – –
TH
607
TCTC Holdings
Texas
$25.8K – – –
AS
608
Altshuler Shaham
Israel
$25.3K -$3.78K -268 -13%
DMBA
609
Deseret Mutual Benefit Administrators
Utah
$24.5K – – –
WSFS
610
Wilmington Savings Fund Society
Delaware
$24.4K -$85 -6 -0.4%
PTC
611
Private Trust Company
Ohio
$24.3K +$761 +54 +3%
BWL
612
Bogart Wealth LLC
Virginia
$23.1K -$3.67K -260 -14%
LSA
613
Leonteq Securities AG
Switzerland
$22.9K -$15.4K -1,093 -41%
OP
614
ORG Partners
Indiana
$22.7K +$4.1K +291 +23%
BWA
615
Basecamp Wealth Advisors
Washington
$22.6K +$22.2K +1,577 New
MFT
616
Moisand Fitzgerald Tamayo
Florida
$21.3K – – –
VCM
617
Versant Capital Management
Arizona
$21.2K -$1.65K -117 -7%
RIL
618
Rothschild Investment LLC
Illinois
$20K +$1.97K +140 +11%
GKIM
619
GW&K Investment Management
Massachusetts
$20K – – –
EF
620
Entrust Financial
Pennsylvania
$19.4K +$19.1K +1,356 New
SS
621
Sunbelt Securities
Texas
$19.1K – – –
HNB
622
Hilltop National Bank
Wyoming
$18.6K -$2.82K -200 -13%
GWM
623
Geneos Wealth Management
Colorado
$17.1K +$141 +10 +0.8%
SAG
624
SageView Advisory Group
California
$16.9K +$16.6K +1,178 New
QC
625
Quent Capital
New York
$16.2K -$5.75K -408 -27%