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Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
351
Global Retirement Partners
California
$6K +$1.37K +18 +44%
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$6K +$4.49K +59 New
CX Institutional
353
CX Institutional
Indiana
$5K -$228 -3 -5%
APWA
354
Atlas Private Wealth Advisors
New Jersey
$5K – – –
FHC
355
First Horizon Corporation
Tennessee
$5K – – –
Heritage Wealth Advisors
356
Heritage Wealth Advisors
Virginia
$5K – – –
AWG
357
Altus Wealth Group
Colorado
$5K +$4.19K +55 New
MAM
358
McCarthy Asset Management
California
$5K +$4.19K +55 New
LC
359
Lindbrook Capital
California
$4K – – –
Steward Partners Investment Advisory
360
Steward Partners Investment Advisory
New York
$4K – – –
SLF
361
Sun Life Financial
Ontario, Canada
$4K – – –
ZB
362
Zions Bancorporation
Utah
$3K -$3.05K -40 -56%
PWMG
363
Prestige Wealth Management Group
New Jersey
$3K -$152 -2 -7%
EARNEST Partners
364
EARNEST Partners
Georgia
$3K – – –
EW
365
Evoke Wealth
California
$3K – – –
Bartlett & Co
366
Bartlett & Co
Ohio
$3K +$2.13K +28 New
Loomis, Sayles & Company
367
Loomis, Sayles & Company
Massachusetts
$3K +$2.13K +28 New
HWM
368
HighMark Wealth Management
Minnesota
$3K +$2.67K +35 New
Bartlett & Co Wealth Management
369
Bartlett & Co Wealth Management
Ohio
$2.63K +$2.13K +28 New
Associated Banc-Corp
370
Associated Banc-Corp
Wisconsin
$2K – – –
TCI Wealth Advisors
371
TCI Wealth Advisors
Arizona
$2K – – –
Brown Brothers Harriman & Co
372
Brown Brothers Harriman & Co
New York
$2K +$609 +8 +50%
MD Financial Management
373
MD Financial Management
Ontario, Canada
$2K +$1.9K +25 New
Kayne Anderson Rudnick Investment Management
374
Kayne Anderson Rudnick Investment Management
California
$2K +$1.98K +26 New
SIAG
375
Safeguard Investment Advisory Group
California
$2K +$2.28K +30 New