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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
$5.14K +$4.61K +191 New
PWA
502
Physician Wealth Advisors
Utah
$5.1K -$1.3K -54 -22%
MCM
503
MV Capital Management
Maryland
$5.08K +$4.56K +189 New
PPC
504
Park Place Capital
Alabama
$5.05K
Federated Hermes
505
Federated Hermes
Pennsylvania
$4.97K -$724 -30 -14%
CFB
506
Cullen/Frost Bankers
Texas
$4.92K +$48 +2 +1%
NIG
507
NFJ Investment Group
Texas
$4.92K -$265 -11 -6%
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$4.89K +$4.39K +182 New
TCM
509
TD Capital Management
Tennessee
$4.37K +$48 +2 +1%
IBOK
510
Independence Bank of Kentucky
Kentucky
$4.3K
MI
511
Markowski Investments
Florida
$4.27K +$3.83K +159 New
DF
512
Dunhill Financial
United Kingdom
$4.11K
APW
513
Allied Private Wealth
Florida
$3.99K +$3.59K +149 New
JFA
514
JNBA Financial Advisors
Minnesota
$3.9K
PMFA
515
Plante Moran Financial Advisors
Michigan
$3.87K +$3.47K +144 New
DRP
516
Decker Retirement Planning
Utah
$3.73K +$96 +4 +3%
TAP
517
Tounjian Advisory Partners
Florida
$3.55K +$3.18K +132 New
GEA
518
Glen Eagle Advisors
New Jersey
$3.46K +$3.11K +129 New
GWM
519
Geneos Wealth Management
Colorado
$3.38K
M
520
MOTCO
Texas
$3.38K +$3.04K +126 New
EC
521
Elequin Capital
New York
$3.33K +$2.99K +124 New
SN
522
Sittner & Nelson
Oregon
$3.3K +$2.97K +123 New
QC
523
Quent Capital
New York
$3.28K +$2.94K +122 New
LI
524
LRI Investments
Florida
$3.22K +$1.13K +47 +64%
HHGA
525
Halbert Hargrove Global Advisors
California
$3.17K +$2.85K +118 New