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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
751
Global Retirement Partners
California
$70.1K -$1.62K -21 -2%
VWM
752
Venturi Wealth Management
Texas
$70.1K +$65K +841 +1,274%
TCM
753
TruNorth Capital Management
Michigan
$69.6K
ST
754
Smithfield Trust
Pennsylvania
$66K
LI
755
LRI Investments
Florida
$63.3K
RIL
756
Rothschild Investment LLC
Illinois
$60.5K +$3.71K +48 +7%
WT
757
Whittier Trust
California
$59.8K
TLCM
758
Twin Lakes Capital Management
California
$58K
FNWA
759
Financial Network Wealth Advisors
Utah
$56.6K -$39.4K -510 -41%
CCA
760
Catalyst Capital Advisors
New York
$56.1K +$27.3K +353 +95%
WTC
761
WhitTier Trust Company
Nevada
$55.7K -$3.71K -48 -6%
SHF
762
Safe Harbor Fiduciary
Florida
$55.4K
ETC
763
Exchange Traded Concepts
Oklahoma
$52.6K -$42.7K -552 -45%
CPBTD
764
Central Pacific Bank - Trust Division
Hawaii
$52.1K -$34K -440 -39%
CA
765
CoreCap Advisors
Michigan
$51.8K +$8.35K +108 +19%
RS
766
R Squared
Hong Kong
$51.8K +$51.8K +670 New
HCM
767
Hollencrest Capital Management
California
$51.2K -$35.9K -464 -41%
WAG
768
Wiser Advisor Group
Arizona
$49.8K +$155 +2 +0.3%
LFG
769
Larson Financial Group
Missouri
$47.3K +$18.7K +242 +65%
MMCM
770
Murphy & Mullick Capital Management
New York
$42.6K +$42.6K +551 New
TH
771
TCTC Holdings
Texas
$41.2K +$41.2K +533 New
NMG
772
New Millennium Group
Utah
$41.2K -$77 -1 -0.2%
TPCW
773
TD Private Client Wealth
New York
$40.4K -$5.03K -65 -11%
BAM
774
Bellevue Asset Management
Washington
$39K
CA
775
CV Advisors
Florida
$38K +$776K +10,030 New