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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
926
Baldwin Wealth Partners
Massachusetts
$139K
PWM
927
Prentice Wealth Management
New York
$134K -$28.2K -93 -19%
PCTC
928
Perkins Coie Trust Company
Washington
$127K +$4.85K +16 +5%
IAS
929
IMA Advisory Services
Colorado
$124K -$10.6K -35 -9%
ADL
930
Asset Dedication LLC
California
$122K
OIA
931
Optimum Investment Advisors
Illinois
$122K
TPCW
932
TD Private Client Wealth
New York
$118K +$7.27K +24 +8%
LC
933
Lindbrook Capital
California
$117K +$33.6K +111 +49%
CI
934
CX Institutional
Indiana
$116K +$29.4K +97 +41%
CB
935
CNB Bank
Pennsylvania
$114K -$33.9K -112 -25%
GWS
936
Glassman Wealth Services
Virginia
$113K +$4.24K +14 +4%
ZB
937
Zions Bancorporation
Utah
$107K +$36.7K +121 +64%
JWM
938
Janiczek Wealth Management
Colorado
$106K +$8.18K +27 +10%
WIM
939
Westside Investment Management
California
$104K -$164K -540 -26%
HPC
940
HM Payson & Co
Maine
$104K -$7.27K -24 -7%
APWA
941
Atlas Private Wealth Advisors
New Jersey
$104K
MSFP
942
Mark Sheptoff Financial Planning
Connecticut
$104K +$90.9K +300 New
DI
943
Disciplined Investments
Oklahoma
$96K
PWA
944
Phoenix Wealth Advisors
North Carolina
$91K
BC
945
Bartlett & Co
Ohio
$89K
BCWM
946
Bartlett & Co Wealth Management
Ohio
$88.6K
MIHAS
947
Maj Invest Holding A/S
Denmark
$87K
BA
948
Bellwether Advisors
Nebraska
$82K
WLPWM
949
Walled Lake Planning & Wealth Management
Illinois
$82K +$59.1K +195 +476%
GI
950
Gradient Investments
Minnesota
$80K