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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Crewe Advisors
Utah
$7.69K
MA
352
Montag & Associates
Georgia
$7.2K -$1.3K -100 -16%
GKIM
353
GW&K Investment Management
Massachusetts
$7K
PB
354
Pinnacle Bancorp
Nebraska
$6.58K -$1.52K -117 -19%
CWC
355
Carolinas Wealth Consulting
North Carolina
$6.51K -$1.55K -120 -20%
CA
356
CoreCap Advisors
Michigan
$6.31K -$570 -44 -8%
RS
357
R Squared
Hong Kong
$5.85K +$5.7K +440 New
DF
358
Dunhill Financial
United Kingdom
$5.78K +$5.99K +462 New
LFG
359
Larson Financial Group
Missouri
$5.53K
CA
360
Clearstead Advisors
Ohio
$5.21K +$5.08K +392 New
AFG
361
Albion Financial Group
Utah
$5.12K +$4.99K +385 New
AWM
362
Avior Wealth Management
Nebraska
$4.85K
OWP
363
ORG Wealth Partners
Texas
$4.53K
CPG
364
Cornerstone Planning Group
New Jersey
$4.19K +$648 +50 +21%
AA
365
Addison Advisors
Vermont
$4.13K
Bessemer Group
366
Bessemer Group
New Jersey
$4K
WAG
367
Wiser Advisor Group
Arizona
$3.94K
DRP
368
Decker Retirement Planning
Utah
$3.63K +$3.54K +273 New
HWM
369
HighMark Wealth Management
Minnesota
$3.18K
ATC
370
Advantage Trust Company
Kansas
$3.12K +$2.51K +194 New
CFFP
371
Center for Financial Planning
Michigan
$2.99K +$2.92K +225 New
T
372
Transce3nd
Texas
$2.91K +$2.84K +219 New
BWL
373
Bogart Wealth LLC
Virginia
$2.8K +$2.73K +211 New
KFI
374
Key Financial Inc
Pennsylvania
$2.71K +$2.64K +204 New
AEPWM
375
Atlantic Edge Private Wealth Management
Florida
$2.66K