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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$64.4K -$3.46K -125 -5%
GWM
802
Geneos Wealth Management
Colorado
$61.2K -$2.77K -100 -4%
SSG
803
Summit Securities Group
New York
$59K +$969 +35 +2%
GRP
804
Global Retirement Partners
California
$57.9K +$858 +31 +1%
TC
805
Truvestments Capital
Florida
$57.6K +$443 +16 +0.8%
TPCW
806
TD Private Client Wealth
New York
$55.4K -$5.95K -215 -9%
PWMG
807
Prestige Wealth Management Group
New Jersey
$54.7K +$1.58K +57 +3%
IBOK
808
Independence Bank of Kentucky
Kentucky
$54K +$55.4K +2,000 New
HFS
809
Hantz Financial Services
Michigan
$51K -$5.9K -213 -10%
OA
810
Operose Advisors
Wisconsin
$50.8K – – –
DAM
811
Delta Asset Management
Tennessee
$50.7K +$52.2K +1,887 New
GWS
812
Glassman Wealth Services
Virginia
$50.2K +$10.3K +372 +25%
NHT
813
New Hampshire Trust
New Hampshire
$49K +$50.5K +1,825 New
First Manhattan
814
First Manhattan
New York
$48.4K -$24.9K -900 -33%
TC
815
Trust Company
Kansas
$48K – – –
BWL
816
Bogart Wealth LLC
Virginia
$47.5K +$83 +3 +0.2%
VNA
817
Valley National Advisers
Pennsylvania
$47K +$111 +4 +0.2%
AF
818
Advisornet Financial
Minnesota
$46.4K -$388 -14 -0.8%
JEST
819
JTC Employer Solutions Trustee
Jersey
$46K – – –
LJHT
820
Laurie J. Hall Trustee
$45K – – –
HCP
821
Hexagon Capital Partners
Arkansas
$44.9K +$3.68K +133 +9%
TWM
822
Tradition Wealth Management
Minnesota
$44K +$1.77K +64 +4%
HWA
823
Heritage Wealth Advisors
Virginia
$43.5K – – –
BIA
824
Bell Investment Advisors
California
$42.9K -$747 -27 -2%
TC
825
Tacita Capital
Ontario, Canada
$42K – – –