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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$108K -$4.56K -17 -4%
GRP
702
Global Retirement Partners
California
$108K -$15.8K -59 -12%
AF
703
Allworth Financial
California
$104K -$34.9K -130 -26%
ETS
704
ESL Trust Services
New York
$101K +$107K +400 New
DMBA
705
Deseret Mutual Benefit Administrators
Utah
$101K +$16.4K +61 +18%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$101K -$5.1K -19 -5%
AWM
707
Accredited Wealth Management
Kentucky
$101K +$106K +395 New
VCM
708
Versant Capital Management
Arizona
$98.2K +$13.9K +52 +16%
CWM
709
Compass Wealth Management
Connecticut
$94.6K
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$91.3K
MCM
711
MAI Capital Management
Ohio
$89K +$94.1K +351 New
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$86.3K +$82.6K +308 New
AWM
713
Avior Wealth Management
Nebraska
$85K +$14.8K +55 +20%
VFA
714
Valeo Financial Advisors
Indiana
$84.2K -$302K -1,126 -77%
CFGS
715
Concourse Financial Group Securities
Alabama
$83.5K -$292K -1,088 -79%
CA
716
Clearstead Advisors
Ohio
$81.2K -$51K -190 -37%
AA
717
Ancora Advisors
Ohio
$81.2K -$27.1K -101 -24%
GM
718
GeoWealth Management
Illinois
$80.9K -$93.1K -347 -52%
HI
719
Harbour Investments
Wisconsin
$80.1K -$87.4K -326 -51%
PAS
720
Point72 Asia (Singapore)
Singapore
$78.3K +$82.6K +308 New
WI
721
Wintrust Investments
Illinois
$75K -$124K -461 -68%
MME
722
Meag Munich Ergo
Germany
$73.5K
CH
723
Cromwell Holdings
Wyoming
$72.6K +$76.4K +285 New
HPC
724
HM Payson & Co
Maine
$72.3K -$268 -1 -0.3%
EB
725
Eastern Bank
Massachusetts
$72.3K