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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$54K +$17.3K +248 +57%
GWS
677
Glassman Wealth Services
Virginia
$53K -$1.12K -16 -2%
WP
678
WealthShield Partners
North Carolina
$53K +$19.3K +277 +70%
TWM
679
Tradition Wealth Management
Minnesota
$51K +$45.2K +648 New
AF
680
Allworth Financial
California
$49K – – –
JWM
681
Janiczek Wealth Management
Colorado
$48K -$11.2K -160 -21%
APWA
682
Atlas Private Wealth Advisors
New Jersey
$48K -$3.28K -47 -7%
WIM
683
Westside Investment Management
California
$47.4K -$27.9K -400 -28%
AFG
684
Albion Financial Group
Utah
$47K +$41.8K +600 New
Fifth Third Bancorp
685
Fifth Third Bancorp
Ohio
$45K +$3.49K +50 +10%
BWM
686
BerganKDV Wealth Management
Minnesota
$43K +$17.6K +252 +87%
CA
687
Clearstead Advisors
Ohio
$42K +$11.9K +170 +47%
GRP
688
Global Retirement Partners
California
$41K +$25.9K +372 +253%
MA
689
Modus Advisors
Minnesota
$41K +$36.4K +522 New
TAM
690
Tucker Asset Management
Colorado
$39.5K – – –
FPB
691
First PREMIER Bank
South Dakota
$39K – – –
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$38K +$3.63K +52 +12%
IBOK
693
Independence Bank of Kentucky
Kentucky
$33K – – –
JPLA
694
Joseph P. Lucia & Associates
New York
$32K – – –
WOC
695
West Oak Capital
California
$32K +$13.9K +200 +100%
ADL
696
Asset Dedication LLC
California
$32K +$26.5K +380 +1,583%
BG
697
Bollard Group
Massachusetts
$32K +$27.9K +400 New
RIA
698
RPG Investment Advisory
California
$31K -$4.18K -60 -13%
TWA
699
TCI Wealth Advisors
Arizona
$31K +$21.3K +305 +351%
FF
700
FourThought Financial
Florida
$27K +$17.9K +257 +289%