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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1401
Heritage Wealth Advisors
Virginia
$89K +$94.5K +265 New
WB
1402
Webster Bank
Connecticut
$85K
OA
1403
Operose Advisors
Wisconsin
$83K
WPA
1404
West Paces Advisors
Georgia
$82.2K
Jones Financial Companies
1405
Jones Financial Companies
Missouri
$82K -$3.21K -9 -4%
GWM
1406
Geneos Wealth Management
Colorado
$82K -$2.5K -7 -3%
BIA
1407
Bell Investment Advisors
California
$81K +$85.2K +239 New
GRP
1408
Global Retirement Partners
California
$79K +$18.9K +53 +29%
AA
1409
Ancora Advisors
Ohio
$79K +$25.3K +71 +43%
GCGDR
1410
Geo Capital Gestora de Recursos
Brazil
$78K -$4.99K -14 -6%
HWA
1411
HHM Wealth Advisors
Tennessee
$70K -$59.5K -167 -45%
CHA
1412
Carmichael Hill & Associates
Maryland
$70K
FWM
1413
Focused Wealth Management
New York
$68K
CT
1414
Caldwell Trust
Florida
$67.4K
PGAM
1415
Princeton Global Asset Management
New Jersey
$67K
GFPC
1416
Global Financial Private Client
Florida
$65.3K -$1.01M -2,842 -94%
TAIM
1417
TD Ameritrade Investment Management
Nebraska
$64K -$22.5K -63 -25%
FMII
1418
Farmers & Merchants Investments Inc
Nebraska
$62K -$2.5K -7 -4%
WFA
1419
West Financial Advisors
Iowa
$62K
M
1420
MOTCO
Texas
$60K +$7.49K +21 +13%
CAC
1421
Core Alternative Capital
Georgia
$60K +$18.5K +52 +41%
AWM
1422
Atticus Wealth Management
Florida
$57K
UWM
1423
Urban Wealth Management
California
$57K +$59.9K +168 New
LS
1424
Leelyn Smith
Illinois
$56K
RTC
1425
Riverview Trust Company
Washington
$56K +$59.2K +166 New