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Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Montag & Associates
Georgia
$7.46K +$1.2K +38 +20%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$6.96K -$5.35K -170 -45%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$6.12K – – –
ZB
254
Zions Bancorporation
Utah
$5.16K -$4.44K -141 -48%
DMIC
255
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.83K -$14.3K -453 -76%
LIS
256
Legacy Investment Solutions
Idaho
$4.57K +$4.72K +150 New
LWMI
257
Legacy Wealth Management (Idaho)
Idaho
$4.57K +$4.72K +150 New
Kayne Anderson Rudnick Investment Management
258
Kayne Anderson Rudnick Investment Management
California
$4.04K – – –
CCM
259
Copeland Capital Management
Pennsylvania
$3.96K +$3.75K +119 New
IWP
260
IAG Wealth Partners
Wisconsin
$3.73K +$3.53K +112 New
UB
261
UMB Bank
Missouri
$3.16K – – –
ME
262
McIlrath & Eck
Washington
$2.9K – – –
FWM
263
FSA Wealth Management
Massachusetts
$2.23K +$2.11K +67 New
CFO
264
CVA Family Office
Colorado
$2.16K +$2.05K +65 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$2.1K – – –
WWP
266
WR Wealth Planners
Missouri
$2.03K -$1.23K -39 -39%
AF
267
Advisornet Financial
Minnesota
$1.56K – – –
GBT
268
Grove Bank & Trust
Florida
$1.46K +$1.39K +44 New
LFG
269
Larson Financial Group
Missouri
$1.39K – – –
PS
270
Principal Securities
Iowa
$1.26K +$787 +25 +192%
MG
271
Mather Group
Illinois
$1.19K +$1.13K +36 New
GWM
272
Geneos Wealth Management
Colorado
$1.06K – – –
BGAI
273
Bruce G. Allen Investments
Colorado
$932 – – –
HNB
274
Huntington National Bank
Ohio
$798 +$724 +23 +2,300%
SPIA
275
Steward Partners Investment Advisory
New York
$699 – – –