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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
AllSquare Wealth Management
New York
$10.7K – – –
GRP
502
Global Retirement Partners
California
$10.3K – – –
FFA
503
Farther Finance Advisors
California
$9.96K +$9.49K +124 New
BIA
504
Bell Investment Advisors
California
$8.92K +$2.52K +33 +42%
DIP
505
DT Investment Partners
Pennsylvania
$8.03K +$7.65K +100 New
CB
506
Community Bank
New York
$8.03K – – –
MUMSS
507
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$7.65K -100 -50%
WTC
508
WhitTier Trust Company
Nevada
$7.23K – – –
SWA
509
Sutton Wealth Advisors
Florida
$7.07K – – –
WOSD
510
WFA of San Diego
California
$6.91K +$6.58K +86 New
EARNEST Partners
511
EARNEST Partners
Georgia
$5.86K – – –
JWA
512
JFS Wealth Advisors
Pennsylvania
$5.7K +$1.53K +20 +39%
BBHC
513
Brown Brothers Harriman & Co
New York
$5.46K – – –
HFM
514
Hartford Financial Management
Connecticut
$5.3K – – –
SC
515
Schubert & Co
Texas
$4.18K -$77 -1 -2%
KTC
516
Kistler-Tiffany Companies
Pennsylvania
$4.02K – – –
TFA
517
Transamerica Financial Advisors
Florida
$4K -$230 -3 -7%
BAAM
518
Baker Avenue Asset Management
California
$3.29K +$3.14K +41 New
HIA
519
Harbor Investment Advisory
Maryland
$3.21K – – –
QC
520
Quent Capital
New York
$3.13K – – –
BAM
521
Belpointe Asset Management
Nevada
$3.05K +$2.91K +38 New
BAM
522
Byrne Asset Management
New Jersey
$2.81K – – –
CFB
523
Cullen/Frost Bankers
Texas
$2.73K – – –
RWM
524
Raffa Wealth Management
District of Columbia
$2.49K – – –
FHA
525
First Horizon Advisors
Tennessee
$2.41K – – –