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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$92K
TWA
552
TCI Wealth Advisors
Arizona
$91K +$797 +18 +0.9%
ATC
553
Adirondack Trust Company
New York
$90K
PS
554
Planned Solutions
California
$90K +$88.6K +2,000 New
PA
555
Parallel Advisors
California
$89K +$354 +8 +0.4%
ED
556
Exane Derivatives
France
$87.3K +$9.92K +224 +13%
PCA
557
Providence Capital Advisors
North Carolina
$84K +$4.03K +91 +5%
PCG
558
Private Capital Group
Connecticut
$83K +$4.38K +99 +6%
GI
559
Gradient Investments
Minnesota
$81K +$709 +16 +0.9%
IA
560
IFP Advisors
Florida
$78K -$594K -13,412 -88%
JWM
561
Jeppson Wealth Management
California
$76K +$75.3K +1,700 New
GRP
562
Global Retirement Partners
California
$75K -$29.7K -671 -29%
PFO
563
Pathstone Family Office
New Jersey
$75K
FWM
564
Filbrandt Wealth Management
Wisconsin
$72K -$44 -1 -0.1%
CAW
565
Cornerstone Advisors (Washington)
Washington
$70K +$2.44K +55 +4%
VFA
566
Valeo Financial Advisors
Indiana
$69K +$21K +473 +45%
HFM
567
Hartford Financial Management
Connecticut
$67K -$6.55K -148 -9%
ST
568
Smithfield Trust
Pennsylvania
$67K -$3.54K -80 -5%
QCG
569
Quadrant Capital Group
Ohio
$67K +$14.8K +335 +29%
SM
570
SG3 Management
Puerto Rico
$67K +$66.4K +1,500 New
SAM
571
Shell Asset Management
Netherlands
$64K -$17.1K -385 -21%
MIFH
572
Migdal Insurance & Financial Holdings
Israel
$61K +$11K +249 +22%
C
573
Cerebellum
California
$59K -$33.1K -748 -36%
CHA
574
Carmichael Hill & Associates
Maryland
$56K +$4.43K +100 +9%
JIR
575
James Investment Research
Ohio
$54K