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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$11.5K -$1.12K -37 -9%
GWM
302
Geneos Wealth Management
Colorado
$11K
PG
303
Proffitt & Goodson
Tennessee
$10.9K -$971 -32 -8%
UB
304
UMB Bank
Missouri
$10.8K +$212 +7 +2%
WSFS
305
Wilmington Savings Fund Society
Delaware
$10.3K +$4.52K +149 +74%
SAG
306
SageView Advisory Group
California
$10.3K +$10.6K +348 New
PWAM
307
Private Wealth Asset Management
Iowa
$10.1K
MA
308
Montag & Associates
Georgia
$9.88K -$911 -30 -8%
PB
309
Pinnacle Bancorp
Nebraska
$9.55K
CFO
310
CVA Family Office
Colorado
$9.35K -$1.06K -35 -10%
GEA
311
Glen Eagle Advisors
New Jersey
$8.84K
Canada Life
312
Canada Life
Manitoba, Canada
$8K -$404K -13,297 -98%
HWP
313
Highline Wealth Partners
California
$7.69K -$121 -4 -2%
BWAM
314
Boyd Watterson Asset Management
Ohio
$7.37K
HPC
315
HM Payson & Co
Maine
$6.81K
PWA
316
Physician Wealth Advisors
Utah
$6.75K -$121 -4 -2%
CPG
317
Cornerstone Planning Group
New Jersey
$6.53K +$516 +17 +8%
CA
318
CoreCap Advisors
Michigan
$6.19K
GFA
319
Godfrey Financial Associates
New York
$6.12K +$6.28K +207 New
CT
320
Caldwell Trust
Florida
$6.04K
YP
321
YANKCOM Partnership
South Dakota
$6.01K
ZBNA
322
Zions Bancorporation, National Association
Utah
$5.96K -$91 -3 -1%
TWD
323
True Wealth Design
Ohio
$5.48K -$6.13K -202 -52%
KFI
324
Key Financial Inc
Pennsylvania
$5.39K
RWA
325
Redmont Wealth Advisors
Illinois
$5.13K