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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
951
Glassman Wealth Services
Virginia
$37.2K -$2.87K -17 -8%
BTI
952
Blue Trust Inc
Georgia
$37K +$15K +89 +56%
HNB
953
Huntington National Bank
Ohio
$36.4K +$15.4K +91 +99%
JWM
954
Janiczek Wealth Management
Colorado
$35.8K +$5.07K +30 +20%
PIM
955
Plato Investment Management
Australia
$34.4K +$29.3K +173 New
OIAM
956
OFI Invest Asset Management
France
$30.6K +$338 +2 +1%
VF
957
VitalStone Financial
Texas
$28K -$2.71K -16 -10%
GEA
958
Glen Eagle Advisors
New Jersey
$27.9K – – –
AA
959
Ancora Advisors
Ohio
$27.4K – – –
TCM
960
Tradewinds Capital Management
Washington
$26.9K – – –
WTC
961
WhitTier Trust Company
Nevada
$26.1K -$12.5K -74 -36%
TFGT
962
TS Financial Group (TSFG)
Illinois
$26K – – –
BIA
963
Bell Investment Advisors
California
$25.9K -$2.37K -14 -10%
MFF
964
Mango Five Family
Nevada
$25.9K +$22K +130 New
CWM
965
CarsonAllaria Wealth Management
Illinois
$25.5K -$3.38K -20 -14%
MMG
966
Monetary Management Group
Missouri
$24.9K – – –
ACM
967
Accent Capital Management
Ohio
$24.9K +$21.1K +125 New
BWM
968
Baystate Wealth Management
Massachusetts
$23.8K -$3.38K -20 -14%
Jones Financial Companies
969
Jones Financial Companies
Missouri
$21.9K +$18.6K +110 New
GA
970
GoalVest Advisory
New York
$21.5K -$19.6K -116 -52%
BL
971
BFSG LLC
California
$20.5K +$17.4K +103 New
RG
972
Retirement Group
California
$20.5K +$17.4K +103 New
TCWA
973
Turtle Creek Wealth Advisors
Texas
$20.5K +$17.4K +103 New
PP
974
PrairieView Partners
Minnesota
$20K – – –
TSWM
975
Tyler-Stone Wealth Management
Ohio
$19.9K -$5.07K -30 -23%