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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
576
Geneos Wealth Management
Colorado
$21K +$13K +117 +63%
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$20K
SPIA
578
Steward Partners Investment Advisory
New York
$19K +$891 +8 +5%
FHA
579
First Horizon Advisors
Tennessee
$18K
CHA
580
Carmichael Hill & Associates
Maryland
$17K
FNBOSM
581
First National Bank of South Miami
Florida
$17K
TFS
582
TrustCore Financial Services
Tennessee
$17K
CI
583
CX Institutional
Indiana
$17K +$6.23K +56 +64%
LSA
584
Leonteq Securities AG
Switzerland
$16.1K +$15.6K +140 New
GAM
585
Gemmer Asset Management
California
$16K
GWS
586
Glassman Wealth Services
Virginia
$16K
PMFA
587
Plante Moran Financial Advisors
Michigan
$16K +$779 +7 +5%
EARNEST Partners
588
EARNEST Partners
Georgia
$12K
CG
589
Cutler Group
California
$11K -$668K -6,000 -98%
DAM
590
Delta Asset Management
Tennessee
$11K
First Manhattan
591
First Manhattan
New York
$11K
RPWA
592
Regent Peak Wealth Advisors
Georgia
$11K +$10.7K +96 New
ZB
593
Zions Bancorporation
Utah
$10K -$334 -3 -3%
CCA
594
Childress Capital Advisors
Texas
$10K +$9.35K +84 New
DWP
595
Destiny Wealth Partners
Florida
$10K +$10.1K +91 New
FWM
596
Focused Wealth Management
New York
$9K
SLF
597
Sun Life Financial
Ontario, Canada
$9K
CCA
598
Column Capital Advisors
Indiana
$8K
FRA
599
Front Row Advisors
California
$7K
QCG
600
Quadrant Capital Group
Ohio
$7K