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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$42.8K -$1.26K -11 -3%
KLWA
602
Kelly Lawrence W & Associates
California
$41.9K
WA
603
Win Advisors
Florida
$41.4K +$39.6K +346 New
AS
604
Altshuler Shaham
Israel
$41.3K +$39.5K +345 New
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
$40K
HPC
606
HM Payson & Co
Maine
$39.4K +$3.32K +29 +10%
IFAM
607
Institutional & Family Asset Management
Colorado
$36.7K +$114 +1 +0.3%
WTA
608
Washington Trust Advisors
Massachusetts
$34.5K -$36.5K -319 -53%
ZB
609
Zions Bancorporation
Utah
$33.5K +$801 +7 +3%
HI
610
Harbour Investments
Wisconsin
$33.5K +$4.35K +38 +16%
WT
611
Whittier Trust
California
$32K +$27.5K +240 +889%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$31.6K +$1.72K +15 +6%
GWM
613
Geneos Wealth Management
Colorado
$31.1K -$34.3K -300 -54%
C
614
Covestor
United Kingdom
$31K -$31.6K -276 -52%
TSWM
615
Tyler-Stone Wealth Management
Ohio
$31K
GA
616
GoalVest Advisory
New York
$30.4K +$29.1K +254 New
CT
617
Cambridge Trust
Massachusetts
$30K
AF
618
Advisornet Financial
Minnesota
$29.5K +$3.55K +31 +14%
GPI
619
General Partner Inc
Pennsylvania
$29K +$27.7K +242 New
MCM
620
MV Capital Management
Maryland
$27.5K +$3.78K +33 +17%
CA
621
CoreCap Advisors
Michigan
$27.5K +$26.3K +230 New
IGWM
622
ICA Group Wealth Management
Colorado
$27.5K +$22.9K +200 New
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$27.2K +$26K +227 New
LF
624
Lee Financial
Texas
$27.1K
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$26.8K +$25.6K +224 New