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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
476
IAG Wealth Partners
Wisconsin
$2.14K +$2.36K +71 +2,367%
CMBA
477
C.M. Bidwell & Associates
Hawaii
$2.06K – – –
JWM
478
Janiczek Wealth Management
Colorado
$2.03K – – –
TWP
479
TFO Wealth Partners
Ohio
$2.02K – – –
TFGT
480
TS Financial Group (TSFG)
Illinois
$2K -$199 -6 -7%
Lazard Asset Management
481
Lazard Asset Management
New York
$2K +$332 +10 +16%
OP
482
ORG Partners
Indiana
$1.88K +$498 +15 +30%
CAM
483
Chesapeake Asset Management
New York
$1.85K -$15.8K -476 -88%
ZB
484
Zions Bancorporation
Utah
$1.85K – – –
Avior Wealth Management
485
Avior Wealth Management
Nebraska
$1.79K – – –
PPWM
486
PFG Private Wealth Management
Florida
$1.74K – – –
HGERS
487
Householder Group Estate & Retirement Specialist
Arizona
$1.56K +$1.79K +54 New
FP
488
Financial Perspectives
Minnesota
$1.48K – – –
BWM
489
Baystate Wealth Management
Massachusetts
$1.45K – – –
FA
490
Financial Avengers
California
$1.45K – – –
AA
491
Addison Advisors
Vermont
$1.39K – – –
MassMutual Private Wealth & Trust
492
MassMutual Private Wealth & Trust
Connecticut
$1.33K -$432 -13 -22%
Baker Avenue Asset Management
493
Baker Avenue Asset Management
California
$1.33K -$166 -5 -10%
NIC
494
Northwest Investment Counselors
Oregon
$1.33K +$1.53K +46 New
GWMIA
495
Global Wealth Management Investment Advisory
Florida
$1.3K -$133 -4 -8%
AIM
496
Anchor Investment Management
South Carolina
$1.27K – – –
VWM
497
Venturi Wealth Management
Texas
$1.25K -$2.92K -88 -67%
WIM
498
Westside Investment Management
California
$1.16K – – –
GWSA
499
Global Wealth Strategies & Associates
Colorado
$1.16K +$1.33K +40 New
CPG
500
Cornerstone Planning Group
New Jersey
$1.01K +$1.16K +35 New