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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
126
YorkBridge Wealth Partners
New York
$9K -$14.6K -516 -60%
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$9K -$5.64K -199 -37%
MNBTD
128
Moody National Bank Trust Division
Texas
$9K +$9.32K +329 New
BL
129
Balentine LLC
Georgia
$8K +$2.75K +97 +50%
KL
130
KWMG LLC
Kansas
$8K +$2.8K +99 +53%
LNB
131
Ledyard National Bank
$7K – – –
FPFS
132
First Personal Financial Services
North Carolina
$7K +$935 +33 +14%
CA
133
Claro Advisors
Massachusetts
$7K +$6.4K +226 New
PCG
134
Private Capital Group
Connecticut
$6K -$5.35K -189 -47%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
ASN
136
Advisory Services Network
Georgia
$6K +$4.7K +166 +377%
WTC
137
WhitTier Trust Company
Nevada
$6K +$6.12K +216 New
CAM
138
Cresset Asset Management
Illinois
$6K +$6.6K +233 New
FRA
139
Front Row Advisors
California
$5K -$8.5K -300 -63%
Federated Hermes
140
Federated Hermes
Pennsylvania
$5K -$2.63K -93 -31%
FHA
141
First Horizon Advisors
Tennessee
$5K -$878 -31 -12%
GWMIA
142
Global Wealth Management Investment Advisory
Florida
$5K +$5.67K +200 New
BCA
143
Berman Capital Advisors
Georgia
$5K +$6.49K +229 New
ACA
144
Atlas Capital Advisors
Wyoming
$4.27K – – –
RFC
145
Regions Financial Corp
Alabama
$4K -$13.6K -479 -75%
CFA
146
Carroll Financial Associates
North Carolina
$4K +$57 +2 +1%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$4K +$3.14K +111 +252%
FGC
148
Financial Gravity Companies
Texas
$4K +$4.08K +144 New
UBS AM
149
UBS AM
Illinois
$3.37K – – –
AWM
150
AllSquare Wealth Management
New York
$3K – – –