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Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Montag & Associates
Georgia
$78K
Mitsubishi UFJ Trust & Banking
502
Mitsubishi UFJ Trust & Banking
Japan
$74.8K -$4.38K -100 -6%
BWL
503
Bogart Wealth LLC
Virginia
$72K
CG
504
Cutler Group
California
$66K -$487K -11,114 -88%
SWC
505
Spectrum Wealth Counsel
Indiana
$65K
Optiver Holding
506
Optiver Holding
Netherlands
$61.1K +$61.8K +1,411 New
GRP
507
Global Retirement Partners
California
$61.1K +$8.77K +200 +17%
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$57.2K +$53.6K +1,223 New
LFG
509
Larson Financial Group
Missouri
$52.1K +$26.3K +600 +99%
LC
510
Lindbrook Capital
California
$46.4K +$9.69K +221 +26%
TSWM
511
Tyler-Stone Wealth Management
Ohio
$43.6K
SSB
512
Sandy Spring Bank
Maryland
$43.3K
TLA
513
Tanglewood Legacy Advisors
Texas
$43.3K +$43.8K +1,000 New
BTI
514
Blue Trust Inc
Georgia
$39.3K -$22.7K -519 -36%
AF
515
Allworth Financial
California
$37.4K
VF
516
VitalStone Financial
Texas
$37K
CFS
517
CGC Financial Services
Oregon
$36.7K
VCM
518
Versant Capital Management
Arizona
$34.7K
GJWM
519
Gilliland Jeter Wealth Management
Arkansas
$34.7K +$35.1K +800 New
PS
520
Principal Securities
Iowa
$33.6K +$4.03K +92 +13%
JWM
521
Janiczek Wealth Management
Colorado
$33.5K
TFIPS
522
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.3K
CAM
523
Close Asset Management
United Kingdom
$29K -$112K -2,550 -79%
EWA
524
EverSource Wealth Advisors
Alabama
$26.9K +$6.36K +145 +33%
LI
525
LRI Investments
Florida
$26K +$26.3K +600 New