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Name Holding Trade Value Shares
Change
Change in
Stake
Blue Trust Inc
501
Blue Trust Inc
Georgia
$103K +$48.9K +536 +124%
Global Retirement Partners
502
Global Retirement Partners
California
$102K -$1.46K -16 -1%
PWA
503
Provenance Wealth Advisors
Florida
$100K +$130K +1,424 New
LI
504
LRI Investments
Florida
$95.5K +$8.75K +96 +7%
PTC
505
Private Trust Company
Ohio
$89.9K +$4.01K +44 +4%
Quadrant Capital Group
506
Quadrant Capital Group
Ohio
$88.3K -$62.2K -682 -35%
OP
507
Oslo Pensjonsforsikring
$86.7K +$112K +1,233 New
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$86.6K -$158K -1,729 -58%
M
509
MOTCO
Texas
$86.1K – – –
Allworth Financial
510
Allworth Financial
California
$80.9K +$4.56K +50 +5%
BAM
511
Byrne Asset Management
New Jersey
$79.8K +$11.7K +128 +13%
AF
512
Advisornet Financial
Minnesota
$77.8K +$365 +4 +0.4%
PAG
513
Paladin Advisory Group
Iowa
$75.3K – – –
WhitTier Trust Company
514
WhitTier Trust Company
Nevada
$70.5K +$274 +3 +0.3%
BGA
515
Battery Global Advisors
Massachusetts
$67.3K +$87.3K +957 New
SIM
516
Sentry Investment Management
Wisconsin
$67K +$4.29K +47 +5%
KFI
517
Key Financial Inc
Pennsylvania
$66.3K – – –
IFP Advisors
518
IFP Advisors
Florida
$62.9K -$156K -1,707 -66%
Smithfield Trust
519
Smithfield Trust
Pennsylvania
$62K – – –
Lazard Asset Management
520
Lazard Asset Management
New York
$60K -$729 -8 -0.9%
PK
521
Pflug Koory
Nebraska
$57.2K +$74.1K +813 New
GEA
522
Glen Eagle Advisors
New Jersey
$56.1K -$33.2K -364 -31%
DMBA
523
Deseret Mutual Benefit Administrators
Utah
$52.7K – – –
Geneos Wealth Management
524
Geneos Wealth Management
Colorado
$50.8K +$21K +230 +47%
EverSource Wealth Advisors
525
EverSource Wealth Advisors
Alabama
$50.6K +$5.65K +62 +9%