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Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$30.5K +$15.3K +392 +82%
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$28.1K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$26.1K +$1.21K +31 +4%
MIP
229
Mondrian Investment Partners
United Kingdom
$22.5K
BHWM
230
Beaird Harris Wealth Management
Texas
$21.7K
AA
231
AlphaMark Advisors
Kentucky
$20K
CA
232
Clearstead Advisors
Ohio
$19.7K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.06K -27 -6%
GRP
234
Global Retirement Partners
California
$15.2K
CPG
235
Cornerstone Planning Group
New Jersey
$14.2K +$15.8K +404 New
LC
236
Lindbrook Capital
California
$11K
FFA
237
Farther Finance Advisors
California
$9.85K +$665 +17 +6%
BTI
238
Blue Trust Inc
Georgia
$9K
OC
239
Oakworth Capital
Alabama
$8K
AIM
240
Anchor Investment Management
South Carolina
$7.02K +$2.94K +75 +60%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$6.46K
ZB
242
Zions Bancorporation
Utah
$4.46K -$2.98K -76 -37%
CCM
243
Copeland Capital Management
Pennsylvania
$4.18K
BF
244
BOK Financial
Oklahoma
$4.14K +$1.17K +30 +32%
HCP
245
Hexagon Capital Partners
Arkansas
$3.83K +$1.29K +33 +43%
HIA
246
Harbor Investment Advisory
Maryland
$3.51K -$33.7K -861 -90%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$2.32K
UB
248
UMB Bank
Missouri
$2.25K
JWA
249
JFS Wealth Advisors
Pennsylvania
$2.21K -$705 -18 -22%
AF
250
Advisornet Financial
Minnesota
$1.79K -$12.6K -321 -86%