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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
651
Lenox Wealth Advisors
New York
$33K – – –
PFBT
652
Parkside Financial Bank & Trust
Missouri
$33K +$708 +35 +2%
MWC
653
MBM Wealth Consultants
Missouri
$33K +$7.28K +360 +31%
EWM
654
Endurance Wealth Management
Rhode Island
$32K – – –
TF
655
Tompkins Financial
New York
$32K +$29.9K +1,480 New
SC
656
SouthState Corp
Florida
$30K – – –
LAS
657
Lloyd Advisory Services
Georgia
$30K +$14.1K +699 +103%
BC
658
Bartlett & Co
Ohio
$29K -$2.71K -134 -9%
CAL
659
Capital Advisors Ltd
Ohio
$29K +$162 +8 +0.6%
GWS
660
Glassman Wealth Services
Virginia
$29K +$1.86K +92 +7%
BCWM
661
Bartlett & Co Wealth Management
Ohio
$28.8K -$2.71K -134 -9%
WLPWM
662
Walled Lake Planning & Wealth Management
Illinois
$28K -$2.06K -102 -7%
SCM
663
Silvant Capital Management
Georgia
$28K – – –
Loomis, Sayles & Company
664
Loomis, Sayles & Company
Massachusetts
$28K +$101 +5 +0.4%
FHA
665
First Horizon Advisors
Tennessee
$28K +$20.3K +1,005 +316%
Jones Financial Companies
666
Jones Financial Companies
Missouri
$28K +$26.3K +1,300 New
TWA
667
TCI Wealth Advisors
Arizona
$27K -$3.66K -181 -13%
KTC
668
Kistler-Tiffany Companies
Pennsylvania
$27K +$40 +2 +0.2%
SAM
669
Strategic Asset Management
Minnesota
$27K +$23.8K +1,175 New
KPCM
670
Kings Point Capital Management
New York
$27K +$25.3K +1,250 New
BWA
671
BDO Wealth Advisors
Florida
$24K – – –
FRA
672
Front Row Advisors
California
$24K – – –
ME
673
McIlrath & Eck
Washington
$24K – – –
DOA
674
D'Orazio & Associates
Virginia
$24K +$22.3K +1,101 New
KIG
675
Kowal Investment Group
Wisconsin
$24K +$22.8K +1,129 New