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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$33.1K
BWM
702
BerganKDV Wealth Management
Minnesota
$32.4K +$26.9K +404 +348%
KFP
703
KB Financial Partners
New Jersey
$32K -$11.9K -178 -26%
ZB
704
Zions Bancorporation
Utah
$30.1K +$7.27K +109 +29%
TFGT
705
TS Financial Group (TSFG)
Illinois
$30K
GWM
706
Geneos Wealth Management
Colorado
$29.9K
BCPWM
707
Bradley & Co Private Wealth Management
Florida
$29.8K
First Eagle Investment Management
708
First Eagle Investment Management
New York
$28.6K +$7.4K +111 +32%
ST
709
Smithfield Trust
Pennsylvania
$28K -$29.3K -440 -49%
SSG
710
Summit Securities Group
New York
$27K -$9.8K -147 -25%
PWMG
711
Prestige Wealth Management Group
New Jersey
$26.8K +$5.54K +83 +24%
DMBA
712
Deseret Mutual Benefit Administrators
Utah
$26.2K -$24.5K -368 -47%
HPC
713
HM Payson & Co
Maine
$26.2K +$1.93K +29 +7%
PMFA
714
Plante Moran Financial Advisors
Michigan
$25.8K
MA
715
Montag & Associates
Georgia
$25.6K
WTA
716
Washington Trust Advisors
Massachusetts
$25.2K -$2.54K -38 -9%
FCA
717
FinTrust Capital Advisors
South Carolina
$24.9K +$26.7K +400 New
GGI
718
Godsey & Gibb Inc
Virginia
$24.9K +$26.7K +400 New
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K -$13.8K -207 -35%
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$23K +$6.6K +99 +36%
FFA
721
Farther Finance Advisors
California
$22.6K +$24.1K +362 New
TFS
722
TrustCore Financial Services
Tennessee
$22K
BAAM
723
Baker Avenue Asset Management
California
$20.5K +$21.9K +328 New
JWA
724
JFS Wealth Advisors
Pennsylvania
$20.3K -$534 -8 -2%
Jones Financial Companies
725
Jones Financial Companies
Missouri
$20K +$10.1K +151 +93%