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Name Holding Trade Value Shares
Change
Change in
Stake
DA
826
Denali Advisors
California
$146K +$33.2K +800 +33%
TWM
827
Tradition Wealth Management
Minnesota
$142K +$415 +10 +0.3%
T
828
TOBAM
France
$140K +$52.9K +1,276 +71%
DWA
829
Dougherty Wealth Advisers
Minnesota
$137K
ZB
830
Zions Bancorporation
Utah
$133K
IA
831
IFP Advisors
Florida
$128K -$210K -5,070 -64%
WPWM
832
Western Pacific Wealth Management
Illinois
$126K -$53.4K -1,288 -32%
IBOK
833
Independence Bank of Kentucky
Kentucky
$117K +$106K +2,568 New
CI Investments Inc
834
CI Investments Inc
Ontario, Canada
$115K +$10.7K +258 +11%
RI
835
Ridgewood Investments
New Jersey
$110K
Capstone Investment Advisors
836
Capstone Investment Advisors
New York
$105K +$93.7K +2,260 +4,520%
KFS
837
Kelly Financial Services
Massachusetts
$100K
BC
838
Barrett & Company
Rhode Island
$94.9K
GWS
839
Glassman Wealth Services
Virginia
$89K -$2.57K -62 -3%
CA
840
Clearstead Advisors
Ohio
$87.6K -$2.82K -68 -3%
EWA
841
EverSource Wealth Advisors
Alabama
$84.8K -$4.73K -114 -6%
CT
842
Colonial Trust
South Carolina
$82.1K +$74.6K +1,800 New
HCM
843
Hollencrest Capital Management
California
$79.1K +$35.6K +858 +98%
JWA
844
JFS Wealth Advisors
Pennsylvania
$78.8K
CP
845
Castleview Partners
Texas
$78.1K -$8.46K -204 -11%
BWA
846
BDO Wealth Advisors
Florida
$77.9K +$3.32K +80 +5%
AT
847
Avalon Trust
New Mexico
$73K
AS
848
Altshuler Shaham
Israel
$68.9K +$62.6K +1,510 New
PTC
849
Private Trust Company
Ohio
$64.5K -$332 -8 -0.6%
CCA
850
Column Capital Advisors
Indiana
$62.9K