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Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
651
Baillie Gifford & Co
United Kingdom
$34K -$1.74K -27 -5%
DIP
652
DT Investment Partners
Pennsylvania
$34K +$35.1K +545 New
SIC
653
Salem Investment Counselors
North Carolina
$33K
TFGT
654
TS Financial Group (TSFG)
Illinois
$30K +$3.22K +50 +12%
BCPWM
655
Bradley & Co Private Wealth Management
Florida
$30K +$30.8K +478 New
GWM
656
Geneos Wealth Management
Colorado
$29K -$27.4K -425 -47%
FF
657
FourThought Financial
Florida
$29K +$30.2K +469 New
WTA
658
Washington Trust Advisors
Massachusetts
$28K -$15.7K -244 -36%
MA
659
Montag & Associates
Georgia
$26K -$58K -900 -69%
PMFA
660
Plante Moran Financial Advisors
Michigan
$26K +$16.6K +258 +165%
HPC
661
HM Payson & Co
Maine
$24K -$129 -2 -0.5%
ZB
662
Zions Bancorporation
Utah
$23K +$3.61K +56 +18%
TFS
663
TrustCore Financial Services
Tennessee
$22K
PWMG
664
Prestige Wealth Management Group
New Jersey
$22K +$11.9K +185 +114%
First Eagle Investment Management
665
First Eagle Investment Management
New York
$22K +$19.8K +308 +770%
HI
666
Harbour Investments
Wisconsin
$21K
JWA
667
JFS Wealth Advisors
Pennsylvania
$21K +$3.86K +60 +22%
IRC
668
Investors Research Corp
Georgia
$19K
BFEC
669
Benjamin F. Edwards & Company
Missouri
$19K +$19.3K +300 New
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$19K +$19.6K +305 New
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$17K +$7.53K +117 +75%
AWM
672
Accel Wealth Management
Iowa
$16K
TWA
673
TCI Wealth Advisors
Arizona
$15K -$19.2K -298 -55%
VCM
674
Vigilant Capital Management
Maine
$15K
FMP
675
Financial Management Professionals
Texas
$12K -$7.08K -110 -36%