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Exponent

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$27.2K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$25.1K +$5.41K +66 +30%
VCM
303
Versant Capital Management
Arizona
$24.7K -$2.95K -36 -11%
GI
304
GAMMA Investing
California
$24K +$22.3K +272 New
BTI
305
Blue Trust Inc
Georgia
$19K +$8.11K +99 +78%
LFA
306
LGT Financial Advisors
Texas
$17.8K
WTC
307
WhitTier Trust Company
Nevada
$17.7K +$2.05K +25 +14%
WBC
308
West Branch Capital
Massachusetts
$15K
LA
309
LM Advisors
California
$14.9K +$13.8K +169 New
JWM
310
Janiczek Wealth Management
Colorado
$14K +$3.28K +40 +34%
LF
311
Lee Financial
Texas
$13.2K
PTC
312
Private Trust Company
Ohio
$11.8K +$3.6K +44 +49%
GRP
313
Global Retirement Partners
California
$11.4K -$7.46K -91 -42%
CT
314
Cambridge Trust
Massachusetts
$10.6K
CAC
315
Core Alternative Capital
Georgia
$10K
BWP
316
Baldwin Wealth Partners
Massachusetts
$9.68K
ASN
317
Advisory Services Network
Georgia
$9.6K +$8.93K +109 New
AF
318
Allworth Financial
California
$9.14K -$5.9K -72 -41%
CFGS
319
Concourse Financial Group Securities
Alabama
$8.8K -$4.01K -49 -33%
CA
320
Crewe Advisors
Utah
$8.04K +$7.46K +91 New
LSA
321
Leonteq Securities AG
Switzerland
$7.31K -$492 -6 -7%
BIA
322
Bell Investment Advisors
California
$7.04K +$3.28K +40 +100%
QL
323
Quarry LP
New York
$6.96K +$6.47K +79 New
SPIA
324
Steward Partners Investment Advisory
New York
$6.69K +$2.62K +32 +73%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$6.16K -$5.49K -67 -49%