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Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
451
Ogorek Anthony Joseph
New York
$41K
AF
452
Allworth Financial
California
$40K -$2.73K -37 -7%
POIA
453
Pin Oak Investment Advisors
Texas
$40K
OC
454
Oakworth Capital
Alabama
$38.2K -$3.62K -49 -9%
SWM
455
Spire Wealth Management
Virginia
$37.3K
GWS
456
Glassman Wealth Services
Virginia
$35.5K -$15.1K -205 -31%
SC
457
SouthState Corp
Florida
$34.9K -$2.66K -36 -7%
OA
458
Operose Advisors
Wisconsin
$34.3K
IFAM
459
Institutional & Family Asset Management
Colorado
$33K
KFS
460
Kelly Financial Services
Massachusetts
$31.9K
AGWCA
461
Annis Gardner Whiting Capital Advisors
Florida
$31.6K
CAS
462
Coppell Advisory Solutions
Texas
$31.6K +$3.62K +49 +14%
BTI
463
Blue Trust Inc
Georgia
$31K -$19K -257 -40%
FBC
464
Fairfield, Bush & Co
Connecticut
$30.4K +$28.7K +389 New
PFBT
465
Parkside Financial Bank & Trust
Missouri
$29.3K +$25.3K +343 +1,072%
IA
466
IFP Advisors
Florida
$28.8K -$24.2K -327 -47%
EWP
467
Elevation Wealth Partners
California
$28.5K
CT
468
Cambridge Trust
Massachusetts
$27.3K +$11.1K +150 +75%
GWM
469
Geneos Wealth Management
Colorado
$26.8K -$739 -10 -3%
CPG
470
Cornerstone Planning Group
New Jersey
$24K +$4.8K +65 +27%
PFSC
471
Peoples Financial Services Corp
Pennsylvania
$23.9K
AT
472
Avalon Trust
New Mexico
$23.4K
TFIPS
473
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K +$21.3K +288 New
TRCT
474
Tower Research Capital (TRC)
New York
$22.4K -$34.4K -466 -62%
AWM
475
AllSquare Wealth Management
New York
$21.3K