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Name Holding Trade Value Shares
Change
Change in
Stake
TGY2IT
776
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$36.3K +$40.3K +578 New
SWM
777
Spire Wealth Management
Virginia
$35.1K -$975 -14 -2%
AP
778
Antipodes Partners
Australia
$34.8K -$21.2K -304 -35%
WG
779
Wellington Group
Indiana
$33.7K +$37.3K +536 New
ZBNA
780
Zions Bancorporation, National Association
Utah
$33.1K -$125K -1,791 -77%
PAM
781
Paradigm Asset Management
New York
$31.7K – – –
AP
782
Atwood & Palmer
Missouri
$31.4K – – –
CAL
783
Capital Advisors Ltd
Ohio
$31K +$70 +1 +0.2%
MA
784
MCF Advisors
Kentucky
$30.3K – – –
BTI
785
Blue Trust Inc
Georgia
$28K -$4.8K -69 -13%
FC
786
Financial Consulate
Maryland
$27.3K -$418 -6 -1%
TFA
787
Toth Financial Advisory
Virginia
$26.3K +$975 +14 +3%
FP
788
Financial Perspectives
Minnesota
$25.6K – – –
MSFP
789
Mark Sheptoff Financial Planning
Connecticut
$25.3K – – –
GSEP
790
Golden State Equity Partners
California
$24.9K +$27.6K +396 New
HHCP
791
Hilton Head Capital Partners
South Carolina
$22.6K +$1.6K +23 +7%
TCOT
792
Trust Company of Toledo
Ohio
$22.5K – – –
FFG
793
Forum Finance Group
$19K +$25.8K +370 New
SWP
794
Strategic Wealth Partners
Ohio
$18.6K – – –
BT
795
Banque Transatlantique
France
$18.2K -$26.5K -380 -57%
GEA
796
Glen Eagle Advisors
New Jersey
$18.1K – – –
SA
797
SRH Advisors
Kansas
$17.3K – – –
BWA
798
Basecamp Wealth Advisors
Washington
$17K -$2.58K -37 -12%
ACA
799
American Capital Advisory
Idaho
$16.8K +$279 +4 +2%
PWPS
800
Pinnacle Wealth Planning Services
Ohio
$16.8K +$2.85K +41 +18%