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Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Essential Partners
California
$22.6K – – –
TWD
502
True Wealth Design
Ohio
$22.6K +$1.76K +6 +7%
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$22.6K +$12.3K +42 +89%
GWM
504
Geneos Wealth Management
Colorado
$22.6K +$15.2K +52 +141%
AA
505
Ancora Advisors
Ohio
$21.8K – – –
OP
506
ORG Partners
Indiana
$21.6K +$12.6K +43 +43%
MAM
507
Meeder Asset Management
Ohio
$21.6K +$24.9K +85 New
TIM
508
Tortoise Investment Management
New York
$21.1K +$1.76K +6 +8%
ASN
509
Advisory Services Network
Georgia
$21.1K +$24.3K +83 New
Nisa Investment Advisors
510
Nisa Investment Advisors
Missouri
$20.3K +$23.4K +80 New
SL
511
Salomon & Ludwin
Virginia
$20.2K +$23.1K +79 New
MG
512
Mather Group
Illinois
$19K +$22K +75 New
C
513
Covestor
United Kingdom
$19K +$22K +75 New
UB
514
UMB Bank
Missouri
$17K +$1.76K +6 +10%
CIAM
515
Caitong International Asset Management
Hong Kong
$17K +$14.9K +51 +319%
BIA
516
Bell Investment Advisors
California
$16.3K -$293 -1 -2%
PWMG
517
Private Wealth Management Group
New Jersey
$15.2K – – –
GXJ
518
Global X Japan
Japan
$13.7K -$5.85K -20 -27%
RFP
519
Root Financial Partners
California
$12.4K +$14.3K +49 New
FG
520
Fairman Group
Pennsylvania
$10.9K +$5.56K +19 +79%
BTI
521
Blue Trust Inc
Georgia
$10.4K -$2.63K -9 -18%
HIA
522
Harbor Investment Advisory
Maryland
$10.2K -$42.1K -144 -78%
BCM
523
Boreal Capital Management
Florida
$10.2K – – –
LI
524
LRI Investments
Florida
$9.91K – – –
CFO
525
CVA Family Office
Colorado
$9.4K +$2.93K +10 +37%