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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
Concord Wealth Partners
Virginia
$72K -$160K -1,191 -67%
CG
627
Cutler Group
California
$72K +$78.3K +583 New
DMBA
628
Deseret Mutual Benefit Administrators
Utah
$69K -$23.6K -176 -24%
SWM
629
Spire Wealth Management
Virginia
$67K -$9.94K -74 -12%
NSB
630
Norway Savings Bank
Maine
$62K
AssetMark Inc
631
AssetMark Inc
California
$61K +$32K +238 +94%
LWANC
632
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K
EWM
633
Evermay Wealth Management
Virginia
$56K
LCM
634
Logan Capital Management
Pennsylvania
$56K
NFG
635
Next Financial Group
Texas
$52K +$34K +253 +154%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$50K -$14.2K -106 -21%
FFA
637
Freedman Financial Associates
Massachusetts
$48K
SPIA
638
Steward Partners Investment Advisory
New York
$46K -$22.4K -167 -31%
SSC
639
Syverson Strege & Co
Iowa
$44K
LSA
640
Leonteq Securities AG
Switzerland
$41.7K -$37.7K -281 -46%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$39K +$3.36K +25 +9%
CPC
642
Consolidated Planning Corp
Georgia
$38K +$40.7K +303 New
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K
CTC
644
Central Trust Company
Missouri
$36K -$18.1K -135 -32%
EI
645
Ellevest Inc
New York
$34K -$6.58K -49 -15%
EBA
646
Eagle Bay Advisors
New York
$26K +$6.04K +45 +29%
CCA
647
Column Capital Advisors
Indiana
$25K
HNB
648
Huntington National Bank
Ohio
$25K
FRA
649
Front Row Advisors
California
$24K
HI
650
Harbour Investments
Wisconsin
$22K +$6.99K +52 +42%