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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
451
Venturi Wealth Management
Texas
$44.1K +$39.2K +477 +502%
AF
452
Allworth Financial
California
$42.3K +$2.3K +28 +5%
BC
453
Bartlett & Co
Ohio
$42K
BCWM
454
Bartlett & Co Wealth Management
Ohio
$41.5K
OC
455
Oakworth Capital
Alabama
$41.5K -$12.2K -148 -22%
MA
456
Montag & Associates
Georgia
$40.5K -$230K -2,800 -84%
OAJ
457
Ogorek Anthony Joseph
New York
$40K
POIA
458
Pin Oak Investment Advisors
Texas
$40K
SC
459
SouthState Corp
Florida
$37.4K +$2.06K +25 +5%
SWM
460
Spire Wealth Management
Virginia
$37K -$247 -3 -0.6%
FFA
461
Farther Finance Advisors
California
$36.3K -$9.21K -112 -19%
OA
462
Operose Advisors
Wisconsin
$33.8K +$36.1K +439 New
AA
463
Ancora Advisors
Ohio
$33.6K
IFAM
464
Institutional & Family Asset Management
Colorado
$32.5K -$1.23K -15 -3%
KFS
465
Kelly Financial Services
Massachusetts
$31.5K +$7.24K +88 +28%
AGWCA
466
Annis Gardner Whiting Capital Advisors
Florida
$31.2K +$33.3K +405 New
CWP
467
Concord Wealth Partners
Virginia
$29K
EWP
468
Elevation Wealth Partners
California
$28.5K
GA
469
GoalVest Advisory
New York
$27.7K +$8.96K +109 +44%
GWM
470
Geneos Wealth Management
Colorado
$27.2K
HPC
471
HM Payson & Co
Maine
$27K +$28.8K +350 New
CAS
472
Coppell Advisory Solutions
Texas
$24.3K
PFSC
473
Peoples Financial Services Corp
Pennsylvania
$23.6K
AT
474
Avalon Trust
New Mexico
$23.1K
AWM
475
AllSquare Wealth Management
New York
$21.2K