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Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Advisor Group
Arizona
$61K -$7.41K -237 -11%
IA
152
IFP Advisors
Florida
$51K -$4.69K -150 -8%
DADC
153
D.A. Davidson & Co
Montana
$46K +$43.4K +1,388 +1,157%
HNB
154
Huntington National Bank
Ohio
$44K +$22K +705 +100%
FPFS
155
First Personal Financial Services
North Carolina
$43K +$1.41K +45 +3%
YWP
156
YorkBridge Wealth Partners
New York
$35K +$31.3K +1,000 New
JFA
157
JNBA Financial Advisors
Minnesota
$31K +$31.3K +1,000 New
RFM
158
Royal Fund Management
Florida
$31K +$31.3K +1,000 New
Barclays
159
Barclays
United Kingdom
$27K -$16.3K -522 -38%
Creative Planning
160
Creative Planning
Kansas
$27K +$625 +20 +2%
CAW
161
Cornerstone Advisors (Washington)
Washington
$23K
FNBT
162
FineMark National Bank & Trust
Florida
$23K
EWM
163
Evercore Wealth Management
New York
$21K
PRS
164
Pinkerton Retirement Specialists
Idaho
$21K +$1K +32 +5%
CF
165
CenterStar Fund
Illinois
$19K
FIB
166
First Interstate Bank
Montana
$18K
FHA
167
First Horizon Advisors
Tennessee
$16K
WOC
168
West Oak Capital
California
$13.7K
BIG
169
Bellwether Investment Group
Tennessee
$13K +$12.7K +406 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$9K +$1.03K +33 +14%
Federated Hermes
171
Federated Hermes
Pennsylvania
$4K +$3.78K +121 New
AssetMark Inc
172
AssetMark Inc
California
$3K
CHP
173
Cable Hill Partners
Oregon
$3K
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$3K
DIA
175
Davidson Investment Advisors
Montana
$3K