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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$41K +$3.08K +167 +8%
CFGS
227
Concourse Financial Group Securities
Alabama
$33.6K +$34.1K +1,846 New
BWM
228
Baystate Wealth Management
Massachusetts
$32K
MHR
229
Matthew Hamilton Rosenberg
$31.8K
FFL
230
Financial Freedom LLC
Ohio
$28.4K +$28.8K +1,558 New
LS
231
Leelyn Smith
Illinois
$27.3K
MA
232
Montag & Associates
Georgia
$27.3K
GJIA
233
Glass Jacobson Investment Advisors
Maryland
$27.2K +$27.6K +1,493 New
PO
234
Private Ocean
California
$25.8K +$18 +1 +0.1%
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$25.4K +$25.8K +1,397 New
AF
236
Allworth Financial
California
$24.9K
GRP
237
Global Retirement Partners
California
$23.3K
EWA
238
EverSource Wealth Advisors
Alabama
$22.3K -$1.46K -79 -6%
WTA
239
Washington Trust Advisors
Massachusetts
$21.8K
MPCL
240
My Personal CFO LLC
Washington
$21.8K +$22.2K +1,200 New
HPC
241
HM Payson & Co
Maine
$21.7K
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$21.4K -$73.9M -4,000,008 -100%
JEST
243
JTC Employer Solutions Trustee
Jersey
$19K
OIA
244
Optimum Investment Advisors
Illinois
$18.9K
PTC
245
Private Trust Company
Ohio
$15K +$2.68K +145 +21%
TCOV
246
Trust Company of Vermont
Vermont
$14.9K
SWA
247
SOA Wealth Advisors
New York
$14.3K +$18 +1 +0.1%
MMG
248
Monetary Management Group
Missouri
$13.7K
VCM
249
Versant Capital Management
Arizona
$13.6K
DZ Bank
250
DZ Bank
Germany
$13.1K +$13.3K +719 New