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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
601
Jones Financial Companies
Missouri
$193K +$27.2K +316 +16%
GWM
602
Geneos Wealth Management
Colorado
$189K -$91.3K -1,061 -32%
CMBA
603
C.M. Bidwell & Associates
Hawaii
$182K +$688 +8 +0.4%
BTI
604
Blue Trust Inc
Georgia
$170K +$106K +1,237 +138%
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$167K – – –
CL
606
COWA LLC
Oklahoma
$164K -$111K -1,295 -40%
GC
607
Garde Capital
Washington
$150K – – –
ACA
608
Atlas Capital Advisors
Wyoming
$149K +$154K +1,792 New
WFA
609
Wipfli Financial Advisors
Wisconsin
$140K +$143K +1,664 New
MCC
610
Money Concepts Capital
Florida
$139K +$105K +1,222 +282%
SC
611
SouthState Corp
Florida
$138K – – –
IA
612
IFP Advisors
Florida
$132K +$5.93K +69 +3%
BC
613
Bartlett & Co
Ohio
$128K – – –
GWS
614
Glassman Wealth Services
Virginia
$128K +$3.1K +36 +2%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$128K – – –
BCM
616
Bourgeon Capital Management
Connecticut
$125K -$86K -1,000 -40%
TFS
617
TrustCore Financial Services
Tennessee
$120K +$15.9K +185 +15%
HDIM
618
Hanson & Doremus Investment Management
Vermont
$118K – – –
LC
619
Lindbrook Capital
California
$108K +$18.9K +220 +20%
CFD
620
Creative Financial Designs
Indiana
$107K -$12K -140 -10%
LOIM
621
Liberty One Investment Management
Illinois
$104K -$161K -1,869 -60%
GIS
622
Grayhawk Investment Strategies
Alberta, Canada
$98K – – –
HNB
623
Huntington National Bank
Ohio
$97K -$42.6K -495 -30%
Credit Agricole
624
Credit Agricole
France
$97K – – –
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$96K -$77.4K -900 -44%