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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
776
Matthew Hamilton Rosenberg
$78K
PWMG
777
Prestige Wealth Management Group
New Jersey
$77K
KIG
778
Kowal Investment Group
Wisconsin
$77K +$76.7K +2,245 New
MA
779
Montag & Associates
Georgia
$76K
CA
780
Clearstead Advisors
Ohio
$74K +$35.5K +1,038 +94%
VC
781
Vestor Capital
Illinois
$72K -$49K -1,434 -41%
BU
782
BBVA USA
Alabama
$69K -$7.62K -223 -10%
BAM
783
Barrett Asset Management
New York
$68K
LF
784
Lee Financial
Texas
$68K +$9.6K +281 +17%
ZB
785
Zions Bancorporation
Utah
$68K +$47.3K +1,385 +232%
TFO
786
Tarbox Family Office
California
$65K
WWM
787
Wolff Wiese Magana
California
$63K
FCB
788
First Command Bank
Texas
$63K +$68 +2 +0.1%
FCFS
789
First Command Financial Services
Texas
$63K +$68 +2 +0.1%
PP
790
PrairieView Partners
Minnesota
$60K
AL
791
ADE LLC
Maryland
$58K -$6.66K -195 -10%
BMD
792
Better Money Decisions
New Mexico
$58K
TIM
793
Tortoise Investment Management
New York
$58K
BCFD
794
Boit C.F. David
$57K
KPCM
795
Kings Point Capital Management
New York
$57K +$28.8K +842 +102%
PFA
796
Professional Financial Advisors
Nebraska
$56K +$376 +11 +0.7%
CAM
797
CenterStar Asset Management
Illinois
$55K
RMC
798
Resources Management Corp
Connecticut
$54K
SSC
799
Syverson Strege & Co
Iowa
$53K
Jones Financial Companies
800
Jones Financial Companies
Missouri
$53K +$2.05K +60 +4%