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Name Holding Trade Value Shares
Change
Change in
Stake
FP
701
Fiduciary Planning
Florida
$23K +$20.5K +611 New
SBL
702
Sargent Bickham Lagudis
Colorado
$22K – – –
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$22K +$7.06K +210 +57%
GI
704
Gradient Investments
Minnesota
$21K – – –
GAM
705
Gemmer Asset Management
California
$21K +$3.36K +100 +22%
TIAM2
706
Tru Independence Asset Management 2
Oregon
$20K +$17.5K +520 New
TWM
707
Tradition Wealth Management
Minnesota
$20K +$17.9K +531 New
AA
708
Ancora Advisors
Ohio
$19K – – –
OIA
709
Optimum Investment Advisors
Illinois
$19K – – –
BAM
710
Bellevue Asset Management
Washington
$19K +$235 +7 +2%
CWP
711
Concord Wealth Partners
Virginia
$19K +$16.8K +500 New
CWA
712
Clearview Wealth Advisors
Oregon
$19K +$17K +506 New
ZB
713
Zions Bancorporation
Utah
$18K +$5.01K +149 +46%
CCA
714
Childress Capital Advisors
Texas
$18K +$8.98K +267 New
GWS
715
Glassman Wealth Services
Virginia
$18K +$10.4K +309 +206%
TWA
716
TCI Wealth Advisors
Arizona
$17K -$86.7K -2,578 -85%
CHA
717
Carmichael Hill & Associates
Maryland
$17K +$269 +8 +2%
TIM
718
Tortoise Investment Management
New York
$17K +$403 +12 +3%
FHC
719
First Horizon Corporation
Tennessee
$16K -$235 -7 -2%
LC
720
Lindbrook Capital
California
$16K +$1.18K +35 +9%
CT
721
Caldwell Trust
Florida
$15.4K -$3.5K -104 -21%
KFS
722
Kelly Financial Services
Massachusetts
$15.1K – – –
CB
723
Community Bank
New York
$15K – – –
CCM
724
Covington Capital Management
California
$15K – – –
FRA
725
Front Row Advisors
California
$15K – – –