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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$6.76K -$47.1K -231 -88%
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$6.35K
A
653
Allianz
Germany
$6.35K +$6.31K +31 New
PCFFS
654
Pacific Center for Financial Services
California
$6.15K
CFB
655
Cullen/Frost Bankers
Texas
$6.15K -$40.7K -200 -87%
WT
656
Whittier Trust
California
$5.94K
BGAI
657
Bruce G. Allen Investments
Colorado
$5.94K +$407 +2 +7%
RS
658
Rakuten Securities
Japan
$5.53K +$5.5K +27 New
MWA
659
Medallion Wealth Advisors
Connecticut
$5.03K +$4.68K +23 New
AssetMark Inc
660
AssetMark Inc
California
$4.51K +$3.87K +19 +633%
PWMG
661
Private Wealth Management Group
New Jersey
$4.3K
PWA
662
Physician Wealth Advisors
Utah
$4.3K +$4.28K +21 New
SN
663
Sittner & Nelson
Oregon
$4.3K
SS
664
Sunbelt Securities
Texas
$4.14K
VWA
665
Valued Wealth Advisors
Utah
$4.11K
GKIM
666
GW&K Investment Management
Massachusetts
$4K +$1.02K +5 +33%
MHR
667
Matthew Hamilton Rosenberg
$3.89K
CA
668
Continuum Advisory
Idaho
$3.89K +$407 +2 +12%
ACM
669
Aster Capital Management
United Arab Emirates
$3.69K -$63.8K -313 -95%
CTWM
670
Cherry Tree Wealth Management
Minnesota
$3.08K
MCM
671
MV Capital Management
Maryland
$3.08K +$1.43K +7 +88%
ZB
672
Zions Bancorporation
Utah
$3.08K +$1.63K +8 +114%
DF
673
Dunhill Financial
United Kingdom
$2.88K +$611 +3 +27%
TPCW
674
TD Private Client Wealth
New York
$2.87K -$6.31K -31 -69%
S
675
Sachetta
Massachusetts
$2.87K +$815 +4 +40%