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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$9.58K
CFB
1002
Cullen/Frost Bankers
Texas
$9.5K -$73.4K -957 -88%
BGAI
1003
Bruce G. Allen Investments
Colorado
$9.36K +$1.69K +22 +20%
NECFA
1004
New England Capital Financial Advisors
Connecticut
$9.01K
RFG
1005
REAP Financial Group
Texas
$8.86K
AssetMark Inc
1006
AssetMark Inc
California
$8.78K -$843 -11 -8%
NA
1007
Nordwand Advisors
Pennsylvania
$8.64K
BHWM
1008
Beaird Harris Wealth Management
Texas
$8.42K
TPCW
1009
TD Private Client Wealth
New York
$8.14K -$3.22K -42 -27%
VNA
1010
Valley National Advisers
Pennsylvania
$8K -$8.51K -111 -48%
RIL
1011
Rothschild Investment LLC
Illinois
$7.99K +$3.91K +51 +85%
JFG
1012
JDM Financial Group
Texas
$7.92K
NMG
1013
New Millennium Group
Utah
$7.36K +$7.82K +102 New
LIA
1014
Lynx Investment Advisory
District of Columbia
$7.34K +$7.82K +102 New
CWP
1015
Concord Wealth Partners
Virginia
$7.2K -$15.8K -206 -67%
BC
1016
Barrett & Company
Rhode Island
$7.2K -$2.3K -30 -23%
BC
1017
Belmont Capital
California
$7.2K
CT
1018
Colonial Trust
South Carolina
$7.2K
LB
1019
Legacy Bridge
Iowa
$7.2K
FPFS
1020
First Personal Financial Services
North Carolina
$7.2K +$7.67K +100 New
LJHT
1021
Laurie J. Hall Trustee
$7K
FMP
1022
Financial Management Professionals
Texas
$7K +$3.45K +45 +94%
ITIM
1023
Indiana Trust & Investment Management
Indiana
$6.7K
WTC
1024
WhitTier Trust Company
Nevada
$6.7K
N
1025
Natixis
France
$6.62K