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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
276
International Assets Investment Management
Florida
$12.6K +$2.18K +7 +21%
LI
277
LRI Investments
Florida
$12.6K -$312 -1 -2%
GP
278
Guardian Partners
Canada
$12.6K +$12.5K +40 New
BFS
279
Bare Financial Services
Pennsylvania
$11.6K +$5.61K +18 +95%
AssetMark Inc
280
AssetMark Inc
California
$9.74K
GRP
281
Global Retirement Partners
California
$9.74K +$9.66K +31 New
EWA
282
EverSource Wealth Advisors
Alabama
$8.48K
Barrow, Hanley, Mewhinney & Strauss
283
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.17K +$312 +1 +4%
BFP
284
Birchwood Financial Partners
Minnesota
$7.86K
CA
285
Clearstead Advisors
Ohio
$6.91K +$6.85K +22 New
CCM
286
Chilton Capital Management
Texas
$6.29K
DB
287
Danske Bank
Denmark
$6.29K
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$6.28K +$2.8K +9 +82%
KFAS
289
Keating Financial Advisory Services
Kansas
$5.34K +$312 +1 +6%
FA
290
Fedenia Advisers
Wisconsin
$5.34K +$5.3K +17 New
MHR
291
Matthew Hamilton Rosenberg
$4.71K
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$4.4K
PMFA
293
Plante Moran Financial Advisors
Michigan
$4.08K +$4.05K +13 New
ZBNA
294
Zions Bancorporation, National Association
Utah
$4.08K +$4.05K +13 New
CPG
295
Cornerstone Planning Group
New Jersey
$3.99K
AAG
296
Armstrong Advisory Group
Massachusetts
$3.77K
JWA
297
JFS Wealth Advisors
Pennsylvania
$3.46K +$623 +2 +22%
CFO
298
CVA Family Office
Colorado
$3.46K +$1.25K +4 +57%
MG
299
Mather Group
Illinois
$3.14K
DWM
300
Dogwood Wealth Management
Kansas
$3.14K +$1.56K +5 +100%