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Name Holding Trade Value Shares
Change
Change in
Stake
GM
601
GeoWealth Management
Illinois
$52.1K +$3.14K +23 +6%
MMCM
602
Murphy & Mullick Capital Management
New York
$50.9K +$10.9K +80 +26%
SIM
603
Sentry Investment Management
Wisconsin
$49K -$16.7K -122 -23%
HWM
604
Hemington Wealth Management
Virginia
$49K +$3.96K +29 +8%
IBOK
605
Independence Bank of Kentucky
Kentucky
$45.7K
RWS
606
Retirement Wealth Solutions
Wisconsin
$44.3K
C
607
Covestor
United Kingdom
$44K -$79K -579 -63%
GKIM
608
GW&K Investment Management
Massachusetts
$42K +$38.6K +283 +690%
GSWM
609
Golden State Wealth Management
California
$41.9K
NEWAS
610
N.E.W. Advisory Services
Wisconsin
$41.8K +$43.7K +320 New
TFIPS
611
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.8K +$43.7K +320 New
AF
612
Allworth Financial
California
$39.9K +$2.18K +16 +6%
TIM
613
Tortoise Investment Management
New York
$37.5K
RA
614
Rise Advisors
New York
$34.7K -$6.28K -46 -15%
IA
615
IFP Advisors
Florida
$33.4K +$1.23K +9 +4%
CCM
616
Chilton Capital Management
Texas
$32.6K +$34.1K +250 New
EC
617
Elequin Capital
New York
$30.4K -$46.3K -339 -59%
WF
618
Wayfinding Financial
Washington
$30K +$32.2K +236 New
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.5K -$8.19K -60 -22%
CLOS
620
Compagnie Lombard Odier SCmA
Switzerland
$26.2K
HCP
621
Hexagon Capital Partners
Arkansas
$26.1K -$1.23K -9 -4%
KFI
622
Key Financial Inc
Pennsylvania
$23K +$24K +176 New
ZBNA
623
Zions Bancorporation, National Association
Utah
$22.7K +$23.8K +174 New
CPG
624
Cornerstone Planning Group
New Jersey
$22.7K +$6.01K +44 +34%
DF
625
Dunhill Financial
United Kingdom
$22.2K -$42.9K -314 -65%