Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$2.69K -$1.14K -25 -30%
JWA
302
JFS Wealth Advisors
Pennsylvania
$2.64K – – –
HI
303
Harbour Investments
Wisconsin
$2.64K – – –
ZB
304
Zions Bancorporation
Utah
$2.51K -$6.29K -138 -72%
GEA
305
Glen Eagle Advisors
New Jersey
$2.51K – – –
GBT
306
Grove Bank & Trust
Florida
$2.42K +$2.37K +52 New
ATS
307
Ashton Thomas Securities
New York
$2.35K +$2.33K +51 New
GKIM
308
GW&K Investment Management
Massachusetts
$2K – – –
RWM
309
Raffa Wealth Management
District of Columbia
$1.82K – – –
BGAI
310
Bruce G. Allen Investments
Colorado
$1.73K – – –
SIC
311
Salem Investment Counselors
North Carolina
$1.55K – – –
CYG
312
Clean Yield Group
Vermont
$1.41K +$1.37K +30 New
PWA
313
Provenance Wealth Advisors
Florida
$1.28K – – –
RIL
314
Rothschild Investment LLC
Illinois
$1.28K – – –
MA
315
Montag & Associates
Georgia
$1.14K – – –
FHA
316
First Horizon Advisors
Tennessee
$1.14K +$1.09K +24 New
NA
317
NewEdge Advisors
Louisiana
$1K – – –
MCM
318
MV Capital Management
Maryland
$1K +$502 +11 +110%
PWMG
319
Private Wealth Management Group
New Jersey
$821 – – –
CWC
320
Carolinas Wealth Consulting
North Carolina
$775 – – –
FDCP
321
Foster Dykema Cabot & Partners
Massachusetts
$729 +$730 +16 New
VAMG
322
Voisard Asset Management Group
Michigan
$502 +$502 +11 New
TWD
323
True Wealth Design
Ohio
$456 -$46 -1 -9%
CFB
324
Cullen/Frost Bankers
Texas
$456 +$456 +10 New
MFG
325
Mendota Financial Group
Wisconsin
$319 +$91 +2 +40%