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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
726
Glassman Wealth Services
Virginia
$71K +$5.09K +57 +7%
DIP
727
DT Investment Partners
Pennsylvania
$68K +$77.6K +868 New
SFCL
728
Strengthening Families & Communities LLC
Massachusetts
$67K -$181K -2,025 -70%
GRP
729
Global Retirement Partners
California
$66K -$37.4K -418 -35%
PTC
730
Private Trust Company
Ohio
$64K -$804 -9 -1%
KFP
731
KB Financial Partners
New Jersey
$63K +$3.93K +44 +6%
PB
732
Pinnacle Bancorp
Nebraska
$58K -$27.4K -307 -29%
CSB
733
City State Bank
Iowa
$58K
JIR
734
James Investment Research
Ohio
$51K +$58.7K +657 New
TWA
735
TCI Wealth Advisors
Arizona
$47K +$1.07K +12 +2%
LFG
736
Larson Financial Group
Missouri
$46K
SWM
737
Spire Wealth Management
Virginia
$45K -$296K -3,312 -85%
GWM
738
Geneos Wealth Management
Colorado
$43K -$96.7K -1,082 -66%
EWA
739
EverSource Wealth Advisors
Alabama
$42K +$7.95K +89 +20%
CA
740
Crewe Advisors
Utah
$40K +$13.2K +148 +40%
EWM
741
Endurance Wealth Management
Rhode Island
$39K
RTC
742
Riverview Trust Company
Washington
$39K
RMC
743
Resources Management Corp
Connecticut
$38K
DWMG
744
DB Wealth Management Group
California
$36K
MUMSS
745
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K
BCWM
746
Bartlett & Co Wealth Management
Ohio
$35.2K
FF
747
FourThought Financial
Florida
$35K -$2.86K -32 -7%
BC
748
Bartlett & Co
Ohio
$35K
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$33K +$5.81K +65 +18%
FRA
750
Front Row Advisors
California
$30K +$1.79K +20 +6%