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Name Holding Trade Value Shares
Change
Change in
Stake
GRQ
626
Gardner Russo & Quinn
Pennsylvania
$70K +$63.2K +5,100 New
OIA
627
OneDigital Investment Advisors
Kansas
$68K -$3.67K -296 -6%
EWM
628
Endurance Wealth Management
Rhode Island
$66K
EMG
629
ETF Managers Group
New Jersey
$66K +$8.52K +688 +17%
IWP
630
Icon Wealth Partners
Texas
$63K +$57.4K +4,636 New
TF
631
Tompkins Financial
New York
$60K
MOS
632
MGO One Seven
Ohio
$55K +$50.2K +4,052 New
MA
633
MUFG Americas
New York
$54K -$559K -45,096 -92%
FPFS
634
First Personal Financial Services
North Carolina
$54K +$13.8K +1,116 +39%
STA
635
Summit Trail Advisors
New York
$54K +$46.8K +3,780 New
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$51K
GLI
637
Guardian Life Insurance
New York
$51K +$13.5K +1,088 +41%
LWM
638
Lenox Wealth Management
Ohio
$50K
WT
639
Whittier Trust
California
$48K
VFA
640
Valeo Financial Advisors
Indiana
$47K +$17.2K +1,388 +68%
CAPTRUST Financial Advisors
641
CAPTRUST Financial Advisors
North Carolina
$46K +$41.7K +3,368 New
FMTCOCP
642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45.7K -$2.48K -200 -6%
CAL
643
Capital Advisors Ltd
Ohio
$44K
SIC
644
Salem Investment Counselors
North Carolina
$44K
VIA
645
Vantage Investment Advisors
Pennsylvania
$44K
SPIA
646
Steward Partners Investment Advisory
New York
$41K +$27.3K +2,204 +262%
CAW
647
Cornerstone Advisors (Washington)
Washington
$39K
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$38.3K -$24.8K -2,000 -42%
EA
649
Edge Advisors
Georgia
$38K
GRP
650
Global Retirement Partners
California
$36K