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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EverSource Wealth Advisors
Alabama
$62K -$16.4K -120 -19%
BWA
402
BDO Wealth Advisors
Florida
$62K
UB
403
UMB Bank
Missouri
$60K +$14.7K +108 +27%
HI
404
Hudock Inc
Pennsylvania
$58K
JWM
405
Janiczek Wealth Management
Colorado
$57K +$43.3K +317 +180%
SSG
406
Summit Securities Group
New York
$53K +$61.7K +452 New
OIA
407
Optimum Investment Advisors
Illinois
$52K
CWM
408
Cedar Wealth Management
California
$48K
KSWA
409
Kathleen S. Wright Associates
Pennsylvania
$47K
PIMH
410
Prudence Investment Management (HK)
Hong Kong
$47K
ZIG
411
Zullo Investment Group
Pennsylvania
$47K
HNB
412
Huntington National Bank
Ohio
$47K +$5.74K +42 +12%
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$43K -$2.05K -15 -4%
LJHT
414
Laurie J. Hall Trustee
$43K
WFA
415
Wipfli Financial Advisors
Wisconsin
$42K +$48.5K +355 New
FF
416
FourThought Financial
Florida
$40K -$2.6K -19 -5%
TFS
417
TrustCore Financial Services
Tennessee
$38K
SBL
418
Sargent Bickham Lagudis
Colorado
$36K +$6.96K +51 +20%
BCM
419
Bourgeon Capital Management
Connecticut
$35K -$21.4K -157 -34%
RA
420
Resolute Advisors
California
$31K
AF
421
Allworth Financial
California
$30K +$19.3K +141 +124%
MFT
422
Moisand Fitzgerald Tamayo
Florida
$28K -$2.05K -15 -6%
MW
423
Milestone Wealth
New York
$27K
BC
424
Bartlett & Co
Ohio
$26K
CA
425
Clearstead Advisors
Ohio
$26K