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BGS

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
201
Goodman Advisory Group
Massachusetts
$8.43K +$8.19K +1,227 New
SPIA
202
Steward Partners Investment Advisory
New York
$8K – – –
LC
203
Lindbrook Capital
California
$7.59K +$5.6K +839 +315%
HCP
204
Hexagon Capital Partners
Arkansas
$7.56K -$541 -81 -7%
GSWM
205
Golden State Wealth Management
California
$6.08K – – –
GIA
206
GHP Investment Advisors
Colorado
$5.97K +$1.03K +154 +22%
CCM
207
Chilton Capital Management
Texas
$5.5K – – –
HCA
208
Harbor Capital Advisors
Illinois
$5K +$20 +3 +0.5%
SAM
209
S.A. Mason
Michigan
$4.81K – – –
HI
210
Harbour Investments
Wisconsin
$4.45K +$2.32K +348 +116%
WAS
211
Winch Advisory Services
Wisconsin
$4.26K +$114 +17 +3%
EWA
212
EverSource Wealth Advisors
Alabama
$4.06K -$27 -4 -0.7%
HNB
213
Huntington National Bank
Ohio
$3.82K +$3.71K +556 New
BLC
214
Brown, Lisle/Cummings
Rhode Island
$3.79K – – –
AF
215
Allworth Financial
California
$3.58K +$3.52K +527 New
SW
216
SVB Wealth
Massachusetts
$3.44K +$3.35K +501 New
UB
217
UMB Bank
Missouri
$3.28K +$641 +96 +25%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$3.24K +$1.44K +215 +84%
SAM
219
Smartleaf Asset Management
Massachusetts
$3.06K +$2.78K +416 +924%
GWM
220
Geneos Wealth Management
Colorado
$2.92K +$361 +54 +15%
IA
221
IFP Advisors
Florida
$2.84K – – –
EB
222
Eastern Bank
Massachusetts
$2.75K – – –
CA
223
CoreCap Advisors
Michigan
$2.71K – – –
SC
224
Swan Capital
Florida
$2.5K – – –
HIW
225
Holos Integrated Wealth
Pennsylvania
$2.4K -$6.68K -1,000 -74%
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