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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
LGT Financial Advisors
Texas
$12.7K +$13.7K +308 New
SWM
302
Spire Wealth Management
Virginia
$12.3K
MAM
303
Marquette Asset Management
Minnesota
$12.2K
BTI
304
Blue Trust Inc
Georgia
$12K -$2.04K -46 -15%
HGERS
305
Householder Group Estate & Retirement Specialist
Arizona
$11.6K +$12.5K +282 New
UB
306
UMB Bank
Missouri
$11.1K +$7.55K +170 +170%
FHA
307
First Horizon Advisors
Tennessee
$11.1K +$1.55K +35 +15%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$9.88K +$889 +20 +9%
CIM
309
Contravisory Investment Management
Massachusetts
$8.6K
AF
310
Advisornet Financial
Minnesota
$8.56K -$1.47K -33 -14%
SPIA
311
Steward Partners Investment Advisory
New York
$8.23K
GRP
312
Global Retirement Partners
California
$7.95K
AIM
313
Anchor Investment Management
South Carolina
$7.86K
AF
314
Allworth Financial
California
$7.49K +$3.47K +78 +75%
S
315
SignatureFD
Georgia
$6.58K
GIA
316
GHP Investment Advisors
Colorado
$5.66K
LC
317
Lindbrook Capital
California
$5.06K +$711 +16 +15%
BF
318
BOK Financial
Oklahoma
$5.06K +$5.96K +134 New
WB
319
Webster Bank
Connecticut
$4.94K
HCM
320
Hollencrest Capital Management
California
$4.85K
CFD
321
Creative Financial Designs
Indiana
$4.32K
CSC
322
Caldwell Sutter Capital
California
$4.12K
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$3.13K +$3.38K +76 New
SFG
324
Steward Financial Group
Texas
$3K +$3.56K +80 New
MFT
325
Moisand Fitzgerald Tamayo
Florida
$2.88K -$2.22K -50 -42%