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Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$116K +$59.8K +681 +116%
AA
502
Addison Advisors
Vermont
$110K
JFA
503
JNBA Financial Advisors
Minnesota
$110K
BTI
504
Blue Trust Inc
Georgia
$107K +$5.27K +60 +5%
MEG
505
Millstone Evans Group
Colorado
$106K
IA
506
IFP Advisors
Florida
$98K +$74.2K +846 +379%
HT
507
Headlands Technologies
Illinois
$94.5K
SWM
508
Spire Wealth Management
Virginia
$94K -$317K -3,615 -78%
AC
509
AlphaCore Capital
California
$94K +$81.4K +928 +957%
HDIM
510
Hanson & Doremus Investment Management
Vermont
$93K -$25.5K -290 -22%
QWM
511
Quaker Wealth Management
New Jersey
$92.1K +$88.2K +1,005 New
SS
512
Sunbelt Securities
Texas
$89.8K
RA
513
Rise Advisors
New York
$85.9K
Lazard Asset Management
514
Lazard Asset Management
New York
$82K
PFBT
515
Parkside Financial Bank & Trust
Missouri
$81.5K +$5.97K +68 +8%
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$81.3K -$108K -1,225 -58%
BC
517
Bayforest Capital
United Kingdom
$79.5K -$32.8K -374 -30%
UB
518
UMB Bank
Missouri
$76.1K +$31.6K +360 +77%
GK
519
Graney & King
New York
$60.9K
WTA
520
Washington Trust Advisors
Massachusetts
$59.6K
TCOT
521
Trust Company of Toledo
Ohio
$59.6K +$57K +650 New
Northwestern Mutual Wealth Management
522
Northwestern Mutual Wealth Management
Wisconsin
$56.6K -$211K -2,403 -80%
BIA
523
Bell Investment Advisors
California
$56.6K +$790 +9 +1%
KB
524
Kimelman & Baird
New York
$55.1K
EB
525
Eastern Bank
Massachusetts
$55K