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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$4.18K – – –
GWSG
302
GPS Wealth Strategies Group
Colorado
$3.86K – – –
EWA
303
EverSource Wealth Advisors
Alabama
$3.34K -$2.69K -36 -41%
VCM
304
Versant Capital Management
Arizona
$3.02K – – –
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$2.89K +$3.37K +45 New
AF
306
Allworth Financial
California
$2.83K +$1.12K +15 +52%
EARNEST Partners
307
EARNEST Partners
Georgia
$2.64K – – –
SWM
308
Spire Wealth Management
Virginia
$2.44K – – –
BIA
309
Bell Investment Advisors
California
$2.12K +$449 +6 +22%
JPWM
310
Jamison Private Wealth Management
Georgia
$2.06K +$2.4K +32 New
CTWM
311
Cherry Tree Wealth Management
Minnesota
$1.48K – – –
CTC
312
Central Trust Company
Missouri
$1.35K +$1.57K +21 New
HL
313
HeadInvest LLC
Maine
$1.34K +$1.57K +21 New
BCM
314
Blume Capital Management
California
$1.29K – – –
SWA
315
Sutton Wealth Advisors
Florida
$1.16K – – –
BF
316
BOK Financial
Oklahoma
$1.1K +$1.42K +19 New
RWM
317
Raffa Wealth Management
District of Columbia
$1.09K – – –
UB
318
UMB Bank
Missouri
$1.03K – – –
HFS
319
Hantz Financial Services
Michigan
$1K – – –
VNA
320
Valley National Advisers
Pennsylvania
$1K +$748 +10 New
NA
321
NewEdge Advisors
Louisiana
$707 -$2.4K -32 -74%
CA
322
Clearstead Advisors
Ohio
$643 – – –
IFAM
323
Institutional & Family Asset Management
Colorado
$579 +$150 +2 +29%
NSG
324
Nalls Sherbakoff Group
Tennessee
$451 – – –
TFM
325
TFC Financial Management
Massachusetts
$322 – – –