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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
351
CGC Financial Services
Oregon
$19.1K
WAS
352
Winch Advisory Services
Wisconsin
$18.7K +$48 +1 +0.3%
VWM
353
Venturi Wealth Management
Texas
$16.6K +$8.09K +169 +122%
ASN
354
Advisory Services Network
Georgia
$16.6K +$14.7K +308 New
GWM
355
Geneos Wealth Management
Colorado
$16.3K +$1.92K +40 +15%
CCM
356
CAAS Capital Management
New York
$16.2K +$14.4K +300 New
CJ
357
Caitlin John
Michigan
$15.4K +$13.6K +285 New
MFT
358
Moisand Fitzgerald Tamayo
Florida
$15.4K
SC
359
SouthState Corp
Florida
$14.5K
TCWA
360
Turtle Creek Wealth Advisors
Texas
$14.1K +$12.5K +262 New
AF
361
Allworth Financial
California
$14K +$1.29K +27 +12%
ECM
362
Estabrook Capital Management
New York
$13.5K
LFA
363
LGT Financial Advisors
Texas
$13.2K +$3.26K +68 +38%
PTC
364
Private Trust Company
Ohio
$12.5K
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$11.2K +$7.47K +156 +300%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$11K
CWP
367
Concord Wealth Partners
Virginia
$10.8K
PB
368
Pinnacle Bancorp
Nebraska
$10.1K -$4.36K -91 -33%
FFA
369
Farther Finance Advisors
California
$9.71K +$2.25K +47 +35%
GWMI
370
Guardian Wealth Management (Illinois)
Illinois
$9.05K -$11.3K -236 -58%
WTC
371
WhitTier Trust Company
Nevada
$7.39K
GKIM
372
GW&K Investment Management
Massachusetts
$7K
PMFA
373
Plante Moran Financial Advisors
Michigan
$6.47K
GI
374
Gradient Investments
Minnesota
$6.26K
FFA
375
Frazier Financial Advisors
Ohio
$6.21K +$5.51K +115 New