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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evermay Wealth Management
Virginia
$77.8K
GWSG
577
GPS Wealth Strategies Group
Colorado
$77.8K
HPC
578
HM Payson & Co
Maine
$76.5K
DGAM
579
Desjardins Global Asset Management
Quebec, Canada
$73.6K -$97.5K -320 -53%
SIM
580
Sentry Investment Management
Wisconsin
$71K -$20.1K -66 -20%
AF
581
Allworth Financial
California
$70.9K +$1.52K +5 +2%
KA
582
Kozak & Associates
Colorado
$67.7K +$305 +1 +0.4%
BWP
583
Baldwin Wealth Partners
Massachusetts
$64.8K
MSFP
584
Mark Sheptoff Financial Planning
Connecticut
$64.8K
FHA
585
First Horizon Advisors
Tennessee
$64.3K +$9.45K +31 +14%
NA
586
NewEdge Advisors
Louisiana
$61.3K -$1.11M -3,656 -94%
ME
587
McIlrath & Eck
Washington
$59.9K
OA
588
Operose Advisors
Wisconsin
$54.7K +$64.3K +211 New
MIFH
589
Migdal Insurance & Financial Holdings
Israel
$53K -$8.54K -28 -12%
HT
590
Headlands Technologies
Illinois
$52.4K +$61.6K +202 New
HWM
591
HighMark Wealth Management
Minnesota
$48.5K -$3.66K -12 -6%
CAL
592
Capital Analysts LLC
Pennsylvania
$48K
GRP
593
Global Retirement Partners
California
$46.8K +$5.49K +18 +11%
SS
594
Sunbelt Securities
Texas
$43.9K +$4.88K +16 +10%
TPCW
595
TD Private Client Wealth
New York
$41K +$305 +1 +0.6%
CSPIA
596
Cary Street Partners Investment Advisory
Virginia
$40.5K +$21.6K +71 +84%
GWS
597
Glassman Wealth Services
Virginia
$40.2K -$9.45K -31 -17%
First Manhattan
598
First Manhattan
New York
$40.2K
CI Investments Inc
599
CI Investments Inc
Ontario, Canada
$39K +$1.83K +6 +4%
BC
600
Barrett & Company
Rhode Island
$36.3K