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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$45K
TSW
677
Thompson Siegel & Walmsley
Virginia
$45K
FP
678
Financial Perspectives
Minnesota
$40.7K
COCM
679
Charter Oak Capital Management
New Hampshire
$38K
SWA
680
SOA Wealth Advisors
New York
$38K
SC
681
Steph & Co
Wisconsin
$38K +$34.6K +535 New
CFA
682
Carroll Financial Associates
North Carolina
$37K +$906 +14 +3%
GWS
683
Glassman Wealth Services
Virginia
$36K +$323 +5 +1%
LWA
684
Lenox Wealth Advisors
New York
$36K +$1.23K +19 +4%
FRA
685
Front Row Advisors
California
$33K -$711 -11 -2%
AWM
686
Accel Wealth Management
Iowa
$32K +$65 +1 +0.2%
CWS
687
Confluence Wealth Services
Pennsylvania
$31K +$29.4K +454 New
CCM
688
Covington Capital Management
California
$29K
IUHSA
689
Itau Unibanco Holding S.A.
Brazil
$28K -$2.72K -42 -10%
WTA
690
Washington Trust Advisors
Massachusetts
$28K +$26.1K +404 New
FF
691
FourThought Financial
Florida
$27K -$11.6K -179 -32%
LC
692
Lindbrook Capital
California
$26K +$906 +14 +4%
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$25K
CA
694
Clearstead Advisors
Ohio
$23K -$323 -5 -1%
BIA
695
Bell Investment Advisors
California
$22K
TFA
696
Toth Financial Advisory
Virginia
$22K +$65 +1 +0.3%
GWM
697
Geneos Wealth Management
Colorado
$21K -$65 -1 -0.3%
MA
698
MUFG Americas
New York
$21K
TFO
699
Tarbox Family Office
California
$20K -$129 -2 -0.7%
SPWG
700
Sage Private Wealth Group
Illinois
$19K