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Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
826
PFG Private Wealth Management
Florida
$182K +$2.16K +47 +1%
LC
827
Lindbrook Capital
California
$180K +$16.5K +360 +10%
MCC
828
Money Concepts Capital
Florida
$180K +$129K +2,801 +226%
JIR
829
James Investment Research
Ohio
$179K – – –
WT
830
Whittier Trust
California
$167K -$1.15K -25 -0.7%
TFS
831
TrustCore Financial Services
Tennessee
$163K +$919 +20 +0.6%
JWM
832
Janiczek Wealth Management
Colorado
$162K +$11.2K +244 +7%
GRP
833
Global Retirement Partners
California
$161K +$5.97K +130 +4%
CTC
834
Central Trust Company
Missouri
$161K – – –
GIA
835
Goodwin Investment Advisory
Georgia
$160K – – –
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$157K -$28.9K -628 -15%
MHR
837
Matthew Hamilton Rosenberg
$156K – – –
CT
838
Caldwell Trust
Florida
$150K – – –
TPCW
839
TD Private Client Wealth
New York
$141K -$9.65K -210 -6%
PFBT
840
Parkside Financial Bank & Trust
Missouri
$141K +$2.71K +59 +2%
HNWAG
841
High Net Worth Advisory Group
Florida
$140K – – –
UB
842
UMB Bank
Missouri
$137K -$135K -2,942 -49%
AI
843
AXS Investments
New York
$136K +$141K +3,061 New
NL
844
NKCFO LLC
Illinois
$134K – – –
AA
845
Ancora Advisors
Ohio
$131K +$15K +326 +12%
SBL
846
Sargent Bickham Lagudis
Colorado
$124K +$4.41K +96 +4%
CA
847
Crewe Advisors
Utah
$122K -$7.9K -172 -6%
BWM
848
BerganKDV Wealth Management
Minnesota
$119K -$735 -16 -0.6%
BWL
849
Bogart Wealth LLC
Virginia
$103K – – –
MAM
850
Meeder Asset Management
Ohio
$102K -$336K -7,309 -76%