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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Selective Wealth Management
Virginia
$36K – – –
TWM
627
Tradition Wealth Management
Minnesota
$33K – – –
AF
628
Allworth Financial
California
$33K +$1.72K +28 +4%
IA
629
IFP Advisors
Florida
$32K -$124K -2,017 -78%
BMD
630
Better Money Decisions
New Mexico
$32K -$5.78K -94 -13%
WIM
631
Westside Investment Management
California
$31.6K – – –
AFG
632
Albion Financial Group
Utah
$31K – – –
APWA
633
Atlas Private Wealth Advisors
New Jersey
$31K – – –
Fifth Third Bancorp
634
Fifth Third Bancorp
Ohio
$29K -$307 -5 -0.9%
LC
635
Lindbrook Capital
California
$28K -$46.9K -763 -58%
NOI
636
Newton One Investments
Delaware
$26K +$30.8K +502 New
JWM
637
Janiczek Wealth Management
Colorado
$25K -$7.56K -123 -20%
BWM
638
BerganKDV Wealth Management
Minnesota
$25K -$2.58K -42 -8%
FPB
639
First PREMIER Bank
South Dakota
$25K – – –
CWP
640
Concord Wealth Partners
Virginia
$25K +$21.7K +354 +242%
BCA
641
Berman Capital Advisors
Georgia
$24K -$31.9K -519 -51%
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$24K -$184 -3 -0.6%
TPCW
643
TD Private Client Wealth
New York
$23.2K +$27.3K +445 +4,045%
AWM
644
Activest Wealth Management
Florida
$23K +$28.1K +457 New
TAM
645
Tucker Asset Management
Colorado
$22.3K – – –
HNB
646
Huntington National Bank
Ohio
$22K -$18.7K -304 -41%
PB
647
Pinnacle Bancorp
Nebraska
$22K +$26.4K +430 New
IBOK
648
Independence Bank of Kentucky
Kentucky
$21K – – –
JPLA
649
Joseph P. Lucia & Associates
New York
$20K – – –
RIA
650
RPG Investment Advisory
California
$20K – – –