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Name Holding Trade Value Shares
Change
Change in
Stake
CCS
401
Concentric Capital Strategies
Connecticut
$8.04K +$1.1M +19,370 New
HIA
402
Harbor Investment Advisory
Maryland
$7.83K -$45.5K -800 -85%
KFI
403
Key Financial Inc
Pennsylvania
$5.85K +$6.08K +107 New
TWC
404
TD Waterhouse Canada
Ontario, Canada
$5.62K -$372K -6,552 -98%
GWMIA
405
Global Wealth Management Investment Advisory
Florida
$5.47K
CFGS
406
Concourse Financial Group Securities
Alabama
$5.47K
GIA
407
GHP Investment Advisors
Colorado
$4.43K
BAM
408
Byrne Asset Management
New Jersey
$4K +$3.98K +70 New
CCA
409
Column Capital Advisors
Indiana
$3.89K
IFAM
410
Institutional & Family Asset Management
Colorado
$3.77K -$398 -7 -9%
FGAM
411
Financial Gravity Asset Management
Texas
$3.42K +$455 +8 +14%
BIA
412
Bell Investment Advisors
California
$3.39K -$739 -13 -17%
BTI
413
Blue Trust Inc
Georgia
$3K -$5.23K -92 -60%
BWL
414
Bogart Wealth LLC
Virginia
$2.79K
GWM
415
Geneos Wealth Management
Colorado
$2.74K
SS
416
Sunbelt Securities
Texas
$2.13K +$2.22K +39 New
NA
417
NewEdge Advisors
Louisiana
$2.08K +$2.16K +38 New
HWM
418
HighMark Wealth Management
Minnesota
$2.02K -$1.48K -26 -41%
HI
419
Harbour Investments
Wisconsin
$2.02K -$739 -13 -26%
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$2.02K
CAL
421
Capital Analysts LLC
Pennsylvania
$2K +$1.82K +32 New
CPG
422
Cornerstone Planning Group
New Jersey
$1.97K -$1.65K -29 -45%
VWM
423
Venturi Wealth Management
Texas
$1.92K
AWM
424
Abound Wealth Management
Tennessee
$1.26K +$1.31K +23 New
AAP
425
Arax Advisory Partners
Colorado
$1.23K