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Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$24K +$23.4K +1,056 New
CIR
452
Clear Investment Research
Georgia
$23K
SWM
453
Sugarloaf Wealth Management
Georgia
$22K
LAS
454
Lloyd Advisory Services
Georgia
$22K +$3.04K +137 +17%
OC
455
Oakworth Capital
Alabama
$21K
CFO
456
CVA Family Office
Colorado
$20K +$15.3K +690 +383%
CT
457
Caldwell Trust
Florida
$19.5K
SPIA
458
Steward Partners Investment Advisory
New York
$19K
JWA
459
JFS Wealth Advisors
Pennsylvania
$19K +$4.81K +217 +36%
WT
460
Whittier Trust
California
$18K
FHA
461
First Horizon Advisors
Tennessee
$17K -$47.4K -2,136 -74%
GCM
462
Gables Capital Management
Florida
$17K
SIC
463
Salem Investment Counselors
North Carolina
$17K
Jones Financial Companies
464
Jones Financial Companies
Missouri
$16K -$86.6K -3,903 -85%
JWM
465
Janiczek Wealth Management
Colorado
$16K
MCC
466
Money Concepts Capital
Florida
$16K +$15K +676 New
EW
467
Evoke Wealth
California
$15K -$89 -4 -0.6%
MAWCM
468
Mine & Arao Wealth Creation & Management
California
$14K
EWA
469
EverSource Wealth Advisors
Alabama
$14K +$1.91K +86 +17%
LC
470
Lindbrook Capital
California
$13K +$8.1K +365 +183%
TAIM
471
TD Ameritrade Investment Management
Nebraska
$13K +$12.2K +550 New
ZB
472
Zions Bancorporation
Utah
$11K -$1.11K -50 -9%
BWM
473
BerganKDV Wealth Management
Minnesota
$11K -$444 -20 -4%
FCA
474
FinTrust Capital Advisors
South Carolina
$11K
FBT
475
First Bank & Trust
South Dakota
$11K