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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
501
North Star Investment Management
Illinois
$5.56K – – –
AEPWM
502
Atlantic Edge Private Wealth Management
Florida
$5.37K – – –
NS
503
NBC Securities
Alabama
$5.32K -$699 -29 -13%
IFWM
504
Institute for Wealth Management
Colorado
$5.14K +$4.61K +191 New
PWA
505
Physician Wealth Advisors
Utah
$5.1K -$1.3K -54 -22%
MCM
506
MV Capital Management
Maryland
$5.08K +$4.56K +189 New
PPC
507
Park Place Capital
Alabama
$5.05K – – –
Federated Hermes
508
Federated Hermes
Pennsylvania
$4.97K -$724 -30 -14%
CFB
509
Cullen/Frost Bankers
Texas
$4.92K +$48 +2 +1%
NIG
510
NFJ Investment Group
Texas
$4.92K -$265 -11 -6%
NEWAS
511
N.E.W. Advisory Services
Wisconsin
$4.89K +$4.39K +182 New
TCM
512
TD Capital Management
Tennessee
$4.37K +$48 +2 +1%
IBOK
513
Independence Bank of Kentucky
Kentucky
$4.3K – – –
MI
514
Markowski Investments
Florida
$4.27K +$3.83K +159 New
DF
515
Dunhill Financial
United Kingdom
$4.11K – – –
APW
516
Allied Private Wealth
Florida
$3.99K +$3.59K +149 New
JFA
517
JNBA Financial Advisors
Minnesota
$3.9K – – –
PMFA
518
Plante Moran Financial Advisors
Michigan
$3.87K +$3.47K +144 New
DRP
519
Decker Retirement Planning
Utah
$3.73K +$96 +4 +3%
TAP
520
Tounjian Advisory Partners
Florida
$3.55K +$3.18K +132 New
GEA
521
Glen Eagle Advisors
New Jersey
$3.46K +$3.11K +129 New
GWM
522
Geneos Wealth Management
Colorado
$3.38K – – –
M
523
MOTCO
Texas
$3.38K +$3.04K +126 New
EC
524
Elequin Capital
New York
$3.33K +$2.99K +124 New
SN
525
Sittner & Nelson
Oregon
$3.3K +$2.97K +123 New