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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Concord Wealth Partners
Virginia
$10K +$10.1K +230 New
AF
502
Allworth Financial
California
$9K
AW
503
Avion Wealth
Texas
$9K
CAL
504
Capital Advisors Ltd
Ohio
$9K
CHA
505
Carmichael Hill & Associates
Maryland
$9K
IF
506
Ironwood Financial
Arizona
$8K
ME
507
McIlrath & Eck
Washington
$8K +$1.28K +29 +19%
MGIM
508
M&G Investment Management
United Kingdom
$7.49K -$4.32K -98 -0.1%
ASBI
509
American State Bank (Iowa)
Iowa
$7.09K +$6.93K +157 New
CTB
510
Country Trust Bank
Illinois
$7K
MA
511
Montag & Associates
Georgia
$7K
KFS
512
Kelly Financial Services
Massachusetts
$6.32K
GWS
513
Glassman Wealth Services
Virginia
$6K -$221 -5 -4%
FCM
514
Firestone Capital Management
Florida
$6K
COCM
515
Charter Oak Capital Management
New Hampshire
$5K
RIM
516
Rockbridge Investment Management
New York
$5K +$882 +20 +20%
FRA
517
Front Row Advisors
California
$4K
FMP
518
Financial Management Professionals
Texas
$4K +$1.06K +24 +32%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$3.07K
BC
520
Bartlett & Co
Ohio
$3K
CAL
521
Capital Analysts LLC
Pennsylvania
$3K
CWC
522
Carolinas Wealth Consulting
North Carolina
$3K
GAM
523
Gemmer Asset Management
California
$3K
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$2K -$1.5K -34 -41%
CAGAS
525
Capital Advisory Group Advisory Services
Minnesota
$2K