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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
801
Glassman Wealth Services
Virginia
$75.1K -$4.39K -143 -5%
JFA
802
JNBA Financial Advisors
Minnesota
$73.5K
HI
803
Harbour Investments
Wisconsin
$73.3K -$5.58K -182 -6%
PCFFS
804
Pacific Center for Financial Services
California
$71.5K
MA
805
Montag & Associates
Georgia
$71K
LC
806
Lindbrook Capital
California
$70K -$137K -4,472 -62%
KFS
807
Kelly Financial Services
Massachusetts
$68.6K +$399 +13 +0.5%
GRP
808
Global Retirement Partners
California
$68.1K +$3.77K +123 +5%
VNA
809
Valley National Advisers
Pennsylvania
$67K +$7.21K +235 +10%
SL
810
Salomon & Ludwin
Virginia
$62.8K +$74.9K +2,443 New
DGAM
811
Desjardins Global Asset Management
Quebec, Canada
$62.7K -$99.2K -3,234 -57%
OA
812
Operose Advisors
Wisconsin
$62.3K +$16.3K +532 +28%
PP
813
PrairieView Partners
Minnesota
$62K -$17K -554 -19%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$52.3K +$1.17K +38 +2%
GM
815
GeoWealth Management
Illinois
$52K -$1.63K -53 -3%
PWMG
816
Prestige Wealth Management Group
New Jersey
$51.8K +$61 +2 +0.1%
ANBT
817
American National Bank & Trust
Texas
$51.6K
CHA
818
Carmichael Hill & Associates
Maryland
$51.4K
FCAS
819
First Command Advisory Services
Texas
$51.1K +$59.3K +1,933 +3,515%
BWL
820
Bogart Wealth LLC
Virginia
$51K +$184 +6 +0.3%
TPCW
821
TD Private Client Wealth
New York
$50.6K -$5.37K -175 -8%
ME
822
McIlrath & Eck
Washington
$50.2K
Loomis, Sayles & Company
823
Loomis, Sayles & Company
Massachusetts
$49K +$7.49K +244 +15%
FMB
824
Field & Main Bank
Kentucky
$48.8K -$27.6K -900 -32%
SR
825
Syntax Research
Florida
$48.8K +$58.2K +1,897 New