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Name Holding Trade Value Shares
Change
Change in
Stake
DWS
1101
Dynamic Wealth Strategies
California
$165K -$9.28K -115 -6%
CW
1102
CrossGen Wealth
North Carolina
$162K +$81 +1 +0.1%
GSWM
1103
Golden State Wealth Management
California
$160K +$20.2K +251 +15%
SC
1104
SouthState Corp
Florida
$157K -$7.34K -91 -5%
BTI
1105
Blue Trust Inc
Georgia
$154K -$70K -868 -32%
CC
1106
Corsicana & Co
Texas
$153K
HIMS
1107
Hager Investment Management Services
New Hampshire
$149K
CIM
1108
Contravisory Investment Management
Massachusetts
$147K
BF
1109
BOK Financial
Oklahoma
$146K -$119K -1,471 -46%
TF
1110
Tompkins Financial
New York
$145K
AT
1111
Avalon Trust
New Mexico
$145K
GTAM
1112
Global Trust Asset Management
Florida
$145K
AA
1113
Ancora Advisors
Ohio
$144K -$10.7K -133 -7%
GWM
1114
Geneos Wealth Management
Colorado
$144K -$3.31K -41 -2%
HBT
1115
Hills Bank & Trust
Iowa
$138K
NEWAS
1116
N.E.W. Advisory Services
Wisconsin
$136K +$323 +4 +0.2%
SIC
1117
Salem Investment Counselors
North Carolina
$136K
RC
1118
Rexford Capital
Texas
$135K
SCM
1119
Silvant Capital Management
Georgia
$135K
SIC
1120
SJS Investment Consulting
Ohio
$133K -$9.92K -123 -7%
CSC
1121
Caldwell Sutter Capital
California
$132K +$2.74K +34 +2%
GWP
1122
Gen-Wealth Partners
Michigan
$128K
Cohen & Steers
1123
Cohen & Steers
New York
$127K
TCM
1124
TD Capital Management
Tennessee
$127K
AF
1125
Advisornet Financial
Minnesota
$126K +$323 +4 +0.3%