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Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$11.7K -$14.8K -1,335 -56%
CT
302
Cambridge Trust
Massachusetts
$11.6K
TWD
303
True Wealth Design
Ohio
$11K
HWA
304
HHM Wealth Advisors
Tennessee
$9.53K
SWM
305
Spire Wealth Management
Virginia
$9.31K +$4.2K +379 +81%
GIA
306
GHP Investment Advisors
Colorado
$8.8K
EWA
307
EverSource Wealth Advisors
Alabama
$8.36K
SC
308
Stephens Consulting
Michigan
$6.35K
TWM
309
Tradition Wealth Management
Minnesota
$6K +$5.55K +500 New
LC
310
Lindbrook Capital
California
$5.93K -$55 -5 -0.9%
JWA
311
JFS Wealth Advisors
Pennsylvania
$5.65K -$455 -41 -7%
Barrow, Hanley, Mewhinney & Strauss
312
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.25K +$1.7K +153 +47%
FMP
313
Financial Management Professionals
Texas
$5K +$477 +43 +11%
PSB
314
Piscataqua Savings Bank
New Hampshire
$4.99K
GWSG
315
GPS Wealth Strategies Group
Colorado
$4.09K +$4.12K +371 New
FSWA
316
Financial Synergies Wealth Advisors
Texas
$3.97K
WBC
317
West Branch Capital
Massachusetts
$3.63K
BF
318
BOK Financial
Oklahoma
$3.31K +$3.33K +300 New
GWM
319
Geneos Wealth Management
Colorado
$3.25K
CAL
320
Capital Advisors Ltd
Ohio
$3K +$2.81K +253 +684%
PAI
321
Pittenger & Anderson Inc
Nebraska
$2.75K
MFT
322
Moisand Fitzgerald Tamayo
Florida
$2.56K
UB
323
UMB Bank
Missouri
$2.55K
RCM
324
Raleigh Capital Management
North Carolina
$2.42K
FFA
325
Farther Finance Advisors
California
$2.41K +$1.38K +124 +131%