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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$6.77K +$2.32K +168 +54%
LFG
152
Larson Financial Group
Missouri
$6.63K +$4.71K +341 +260%
UB
153
UMB Bank
Missouri
$5.8K
Bessemer Group
154
Bessemer Group
New Jersey
$5K +$2.31K +167 +72%
AF
155
Allworth Financial
California
$4.89K -$1.74K -126 -27%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$4.63K +$1.3K +94 +40%
MCM
157
MAI Capital Management
Ohio
$4.52K +$1.25K +90 +39%
MCM
158
Manchester Capital Management
Vermont
$4.41K +$4.34K +314 New
MPW
159
MASECO Private Wealth
$4.31K +$4.25K +307 New
JWA
160
JFS Wealth Advisors
Pennsylvania
$3.71K
AFG
161
Albion Financial Group
Utah
$3.54K
TWD
162
True Wealth Design
Ohio
$3.5K -$1.45K -105 -30%
BGAI
163
Bruce G. Allen Investments
Colorado
$3.5K
NA
164
NewEdge Advisors
Louisiana
$3.49K
MNA
165
Manning & Napier Advisors
New York
$2.88K +$2.82K +204 New
SIC
166
SJS Investment Consulting
Ohio
$2.43K +$2.39K +173 New
GKIM
167
GW&K Investment Management
Massachusetts
$2K
CYG
168
Clean Yield Group
Vermont
$1.92K
CFM
169
Cornerstone Financial Management
Massachusetts
$1.66K +$1.63K +118 New
DWM
170
Dogwood Wealth Management
Kansas
$1.61K -$2.59K -187 -62%
IAS
171
IMA Advisory Services
Colorado
$1.57K +$1.55K +112 New
SEP
172
Signature Equity Partners
Ohio
$1.54K +$1.52K +110 New
TPCW
173
TD Private Client Wealth
New York
$1.52K +$816 +59 +120%
CFO
174
CVA Family Office
Colorado
$1.35K
RF
175
Rossby Financial
Florida
$1.22K