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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
576
MGO One Seven
Ohio
$27K +$27.1K +765 New
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$26.7K
NWM
578
Northwest Wealth Management
Iowa
$26K
WT
579
Whittier Trust
California
$23K +$23.1K +650 New
FGC
580
Financial Gravity Companies
Texas
$22K +$17.7K +500 New
PFO
581
Pathstone Family Office
New Jersey
$22K +$21.3K +600 New
AF
582
Allworth Financial
California
$19K
AC
583
Avestar Capital
New York
$19K
FCB
584
First Command Bank
Texas
$19K
FCFS
585
First Command Financial Services
Texas
$19K
EWM
586
Edge Wealth Management
New York
$18K -$39.9K -1,125 -69%
AIL
587
AGF Investments LLC
Ontario, Canada
$18K -$5.86K -165 -24%
GRP
588
Global Retirement Partners
California
$18K -$532 -15 -3%
AWM
589
Aevitas Wealth Management
Massachusetts
$18K +$17.7K +500 New
CGT
590
Capital Guardian Trust
California
$16K
EARNEST Partners
591
EARNEST Partners
Georgia
$16K
GI
592
Gradient Investments
Minnesota
$15K +$15.3K +430 New
HL
593
Harding Loevner
New Jersey
$14K +$13.8K +390 New
AWM
594
Avondale Wealth Management
Texas
$14K +$14.2K +400 New
AIA
595
Alera Investment Advisors
Illinois
$14K +$14.4K +405 New
WOC
596
West Oak Capital
California
$13.4K
GWM
597
Geneos Wealth Management
Colorado
$13K -$15.6K -440 -55%
WAM
598
Wealthspire Advisors (Maryland)
Maryland
$13K +$2.66K +75 +26%
AIC
599
Ameritas Investment Company
Nebraska
$13K +$13.3K +375 New
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$12K +$6.21K +175 +100%