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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Clearstead Advisors
Ohio
$26.6K -$142K -1,636 -84%
GSWM
602
Golden State Wealth Management
California
$25.4K +$26.1K +301 New
MTC
603
Matrix Trust Company
Colorado
$25K +$520 +6 +2%
LFA
604
LGT Financial Advisors
Texas
$24.2K -$693 -8 -3%
TSMHT
605
Thurston Springer Miller Herd & Titak
Indiana
$23K -$2.86K -33 -11%
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$1.04K +12 +5%
GRP
607
Global Retirement Partners
California
$22K +$14.8K +171 +190%
MCM
608
MAI Capital Management
Ohio
$19.9K +$20.5K +237 New
RTC
609
Riverview Trust Company
Washington
$18.9K – – –
BTI
610
Blue Trust Inc
Georgia
$17.7K -$140K -1,619 -89%
CA
611
CoreCap Advisors
Michigan
$16.9K +$17.3K +200 New
WWP
612
WR Wealth Planners
Missouri
$16.5K – – –
KFI
613
Key Financial Inc
Pennsylvania
$15.7K +$2.08K +24 +15%
JWA
614
JFS Wealth Advisors
Pennsylvania
$15.5K – – –
BFS
615
Bare Financial Services
Pennsylvania
$15.2K +$15.6K +180 New
QC
616
Quent Capital
New York
$15.1K -$4.85K -56 -24%
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
VHAM
618
Van Hulzen Asset Management
California
$13.7K +$14.1K +163 New
CMBA
619
C.M. Bidwell & Associates
Hawaii
$12.1K – – –
GWSG
620
GPS Wealth Strategies Group
Colorado
$10.4K – – –
GFPC
621
Global Financial Private Client
Florida
$9.95K +$607 +7 +6%
WBC
622
West Branch Capital
Massachusetts
$9.69K – – –
TWC
623
TD Waterhouse Canada
Ontario, Canada
$9.1K – – –
MCM
624
Manchester Capital Management
Vermont
$9.02K +$780 +9 +9%
NBT
625
Northwest Bank & Trust
Iowa
$8.83K – – –
23 24
25
26 27