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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
301
Blue Bell Private Wealth Management
Pennsylvania
$7.53K -$6.06K -43 -44%
APW
302
Acima Private Wealth
Virginia
$7.12K +$7.33K +52 New
HI
303
Harbour Investments
Wisconsin
$6.16K
SPIA
304
Steward Partners Investment Advisory
New York
$6.16K
IFAM
305
Institutional & Family Asset Management
Colorado
$5.88K
OC
306
Oakworth Capital
Alabama
$5.75K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$5.47K -$9.72K -69 -63%
TJHA
308
Thomas J. Herzfeld Advisors
Florida
$5.06K
BWL
309
Bogart Wealth LLC
Virginia
$5.06K +$5.21K +37 New
CAL
310
Capital Advisors Ltd
Ohio
$5K
VCM
311
Versant Capital Management
Arizona
$4.93K +$5.07K +36 New
PFBT
312
Parkside Financial Bank & Trust
Missouri
$4.24K -$141 -1 -3%
GI
313
Gradient Investments
Minnesota
$4.11K +$2.11K +15 +100%
BTI
314
Blue Trust Inc
Georgia
$4K +$4.65K +33 +1,650%
HPC
315
HM Payson & Co
Maine
$3.83K
CA
316
Clearstead Advisors
Ohio
$3.83K +$3.94K +28 New
QCG
317
Quadrant Capital Group
Ohio
$3.15K -$423 -3 -12%
JWA
318
JFS Wealth Advisors
Pennsylvania
$3.01K
SFG
319
Steward Financial Group
Texas
$3K +$3.1K +22 +314%
BWM
320
BerganKDV Wealth Management
Minnesota
$2.88K +$2.96K +21 New
CFGS
321
Concourse Financial Group Securities
Alabama
$2.87K
CFB
322
Cullen/Frost Bankers
Texas
$2.74K +$2.82K +20 New
SC
323
Schubert & Co
Texas
$2.33K +$563 +4 +31%
MCM
324
Manchester Capital Management
Vermont
$2.19K
AF
325
Allworth Financial
California
$1.51K +$423 +3 +38%