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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
751
Jones Financial Companies
Missouri
$23.3K +$7.39K +94 +51%
EWP
752
Elevation Wealth Partners
California
$23.2K – – –
PWMG
753
Provence Wealth Management Group
California
$22.3K – – –
VNA
754
Valley National Advisers
Pennsylvania
$22K +$20.1K +256 +1,707%
OIAM
755
OFI Invest Asset Management
France
$21.2K -$20.9M -265,585 -100%
FIM
756
FWL Investment Management
Texas
$21.1K +$19.9K +253 New
BBHC
757
Brown Brothers Harriman & Co
New York
$20.9K +$4.56K +58 +30%
MCM
758
MV Capital Management
Maryland
$20.8K +$1.18K +15 +6%
DMBA
759
Deseret Mutual Benefit Administrators
Utah
$20.1K -$5.42K -69 -22%
CTA
760
Colonial Trust Advisors
South Carolina
$18.6K – – –
AGWCA
761
Annis Gardner Whiting Capital Advisors
Florida
$18.5K – – –
JWA
762
JFS Wealth Advisors
Pennsylvania
$18K -$2.04K -26 -11%
GWSG
763
GPS Wealth Strategies Group
Colorado
$18K – – –
FWM
764
Focused Wealth Management
New York
$17.9K – – –
HCP
765
Hexagon Capital Partners
Arkansas
$17.6K -$8.25K -105 -33%
QL
766
Quarry LP
New York
$16.9K +$8.88K +113 +127%
SWA
767
SOA Wealth Advisors
New York
$16.7K -$23.6K -300 -60%
TCPG
768
Trivant Custom Portfolio Group
California
$16.7K – – –
TAM
769
Tucker Asset Management
Colorado
$16.6K -$10.2K -130 -40%
CAS
770
Coppell Advisory Solutions
Texas
$16.6K +$15.6K +199 New
BCM
771
Bluefin Capital Management
New York
$16.6K +$15.3K +195 New
FCG
772
Financial Connections Group
California
$16K +$15.7K +200 New
WT
773
Whittier Trust
California
$15.8K -$550 -7 -4%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$15K -$1.49K -19 -10%
FMP
775
Financial Management Professionals
Texas
$15K – – –