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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
201
Larson Financial Group
Missouri
$8K +$6.76K +315 +955%
GWM
202
Geneos Wealth Management
Colorado
$7K -$7.51K -350 -50%
S
203
SignatureFD
Georgia
$7K -$3.15K -147 -32%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$7K +$1.87K +87 +36%
SSB
205
Sandy Spring Bank
Maryland
$6K
GWS
206
Glassman Wealth Services
Virginia
$5K -$86 -4 -2%
SWM
207
Spire Wealth Management
Virginia
$5K
GFPC
208
Global Financial Private Client
Florida
$4.77K
SPIA
209
Steward Partners Investment Advisory
New York
$4K -$987 -46 -19%
FWM
210
Focused Wealth Management
New York
$4K
GI
211
Gradient Investments
Minnesota
$4K
HFS
212
Hantz Financial Services
Michigan
$4K
HI
213
Harbour Investments
Wisconsin
$4K
OIA
214
Optimum Investment Advisors
Illinois
$4K
SC
215
Solstein Capital
California
$3K
SJIM
216
St. Johns Investment Management
Florida
$3K
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3.71K +173 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.23K -104 -55%
MCM
219
Manchester Capital Management
Vermont
$2K -$343 -16 -17%
CHA
220
Carmichael Hill & Associates
Maryland
$2K
HPC
221
HM Payson & Co
Maine
$2K
TFA
222
Toth Financial Advisory
Virginia
$2K
WFA
223
West Financial Advisors
Iowa
$2K
WFA
224
Wipfli Financial Advisors
Wisconsin
$2K +$1.52K +71 New
PO
225
Private Ocean
California
$2K +$2.15K +100 New