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Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$59K +$53.9K +4,900 New
GWM
302
Geneos Wealth Management
Colorado
$58K +$16.8K +1,525 +46%
Capital World Investors
303
Capital World Investors
California
$57K -$2.59K -235 -5%
CAW
304
Cornerstone Advisors (Washington)
Washington
$57K +$4.35K +395 +9%
IDBONY
305
Israel Discount Bank of New York
New York
$56K +$45.4K +4,125 +825%
TPWA
306
TRUE Private Wealth Advisors
Oregon
$49.2K +$44.7K +4,060 New
MA
307
MUFG Americas
New York
$47K +$42.7K +3,875 New
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$44K +$39.6K +3,595 New
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
SPIA
310
Steward Partners Investment Advisory
New York
$43K +$37.1K +3,370 +2,324%
BWP
311
Baldwin Wealth Partners
Massachusetts
$42K
H
312
Hexavest
Quebec, Canada
$42K
WT
313
Whittier Trust
California
$42K +$5.89K +535 +19%
APA
314
American Portfolios Advisors
New York
$42K -$59.7K -5,420 -61%
OIA
315
OneDigital Investment Advisors
Kansas
$38K
SWP
316
Stratos Wealth Partners
Ohio
$37K +$33.7K +3,060 New
TL
317
TrueWealth LLC
Georgia
$34K
FC
318
Ferris Capital
Massachusetts
$33K -$2.75K -250 -8%
TCOV
319
Trust Company of Vermont
Vermont
$33K +$1.49K +135 +5%
CGT
320
Capital Guardian Trust
California
$32K +$29.4K +2,675 New
LIA
321
LS Investment Advisors
Michigan
$30K
FCB
322
First Command Bank
Texas
$29K
FCFS
323
First Command Financial Services
Texas
$29K
MYIA
324
Mount Yale Investment Advisors
Colorado
$27K
TWA
325
TCI Wealth Advisors
Arizona
$27K