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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
601
Global Retirement Partners
California
$90K +$86 +5 +0.1%
WWM
602
Willingdon Wealth Management
North Carolina
$86K -$32.4K -1,873 -28%
MRCM
603
M&R Capital Management
New Jersey
$82K
BSPF
604
British Steel Pension Fund
United Kingdom
$80K -$54.5K -3,149 -41%
FHA
605
Flagship Harbor Advisors
Massachusetts
$79K -$1.38K -80 -2%
RIA
606
Realta Investment Advisors
Delaware
$77K +$4.34K +251 +6%
DZ Bank
607
DZ Bank
Germany
$74.3K
PWMG
608
Prestige Wealth Management Group
New Jersey
$74K
QAM
609
QCI Asset Management
New York
$73K
FWM
610
Focused Wealth Management
New York
$70K +$259 +15 +0.4%
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$69K
CAW
612
Cornerstone Advisors (Washington)
Washington
$68K +$5.17K +299 +8%
GWMIA
613
Global Wealth Management Investment Advisory
Florida
$67K
TCM
614
Tradewinds Capital Management
Washington
$67K
LWM
615
Liberty Wealth Management
California
$64K +$484 +28 +0.8%
Loomis, Sayles & Company
616
Loomis, Sayles & Company
Massachusetts
$62K +$60K +3,471 New
APSP
617
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K -$1.37K -79 -2%
HI
618
Human Investing
Oregon
$60K +$57.7K +3,337 New
CIA
619
CSat Investment Advisory
Michigan
$59K +$4.62K +267 +9%
CAPTRUST Financial Advisors
620
CAPTRUST Financial Advisors
North Carolina
$57K +$19K +1,098 +52%
O
621
Ossiam
France
$56K
BCWM
622
Bartlett & Co Wealth Management
Ohio
$55.3K +$53.6K +3,100 New
BC
623
Bartlett & Co
Ohio
$55K +$53.6K +3,100 New
AIM
624
Advantage Investment Management
Iowa
$54K -$12K -695 -19%
GLI
625
Guardian Life Insurance
New York
$52K +$242 +14 +0.5%