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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$2.59K +$339K +23,335 New
PB
202
Pinnacle Bancorp
Nebraska
$2K
TWP
203
TFO Wealth Partners
Ohio
$1.73K +$1.19K +82 New
Barrow, Hanley, Mewhinney & Strauss
204
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.68K
GRP
205
Global Retirement Partners
California
$1.61K
FFA
206
Farther Finance Advisors
California
$1.51K +$1.34K +92 New
RFG
207
RFP Financial Group
Georgia
$1.51K +$1.34K +92 New
GWM
208
Geneos Wealth Management
Colorado
$1.48K
CS
209
Comerica Securities
Michigan
$1.33K +$1.18K +81 New
BAAM
210
Baker Avenue Asset Management
California
$1.2K +$1.06K +73 New
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$1K
SWA
213
Sutton Wealth Advisors
Florida
$936 -$29 -2 -3%
SC
214
Schubert & Co
Texas
$870 +$653 +45 +563%
AWM
215
Accurate Wealth Management
Florida
$853 +$697 +48 New
ASN
216
Advisory Services Network
Georgia
$821 +$726 +50 New
BWP
217
Baldwin Wealth Partners
Massachusetts
$739
JWA
218
JFS Wealth Advisors
Pennsylvania
$493 +$29 +2 +7%
VCM
219
Versant Capital Management
Arizona
$460 -$290 -20 -42%
CWC
220
Carolinas Wealth Consulting
North Carolina
$427 +$377 +26 New
GWS
221
Glassman Wealth Services
Virginia
$246
SIC
222
SJS Investment Consulting
Ohio
$213 -$450 -31 -70%
DI
223
Disciplined Investments
Oklahoma
$181 +$145 +10 +1,000%
AF
224
Advisornet Financial
Minnesota
$164 +$145 +10 New
ZB
225
Zions Bancorporation
Utah
$148