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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$85K +$5.07K +20 +7%
AWA
452
Arkadios Wealth Advisors
Georgia
$84K +$24.1K +95 +45%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K +$75.4K +297 New
GWSG
454
GPS Wealth Strategies Group
Colorado
$80K -$14.7K -58 -17%
NFSG
455
Newbridge Financial Services Group
Florida
$79K +$2.03K +8 +3%
SIAP
456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
BDWM
457
Brewin Dolphin Wealth Management
Ireland
$71.7K
CI
458
CAZ Investments
Texas
$69K
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$61K
MAM
460
McCarthy Asset Management
California
$61K +$5.33K +21 +11%
MAWCM
461
Mine & Arao Wealth Creation & Management
California
$60K +$55.3K +218 New
PMFA
462
Plante Moran Financial Advisors
Michigan
$56K
RA
463
Resolute Advisors
California
$56K
BWA
464
BDO Wealth Advisors
Florida
$55K -$16.2K -64 -24%
BWP
465
Baldwin Wealth Partners
Massachusetts
$55K
EW
466
Evoke Wealth
California
$55K +$50.7K +200 New
QCG
467
Quadrant Capital Group
Ohio
$54K +$5.07K +20 +11%
BEI
468
Benjamin Edwards Inc
Missouri
$54K +$8.37K +33 +20%
EWA
469
Evolution Wealth Advisors
Florida
$52K
MA
470
Modus Advisors
Minnesota
$50K +$46.2K +182 New
BAM
471
Barrett Asset Management
New York
$48K
SSB
472
Sandy Spring Bank
Maryland
$42K
FA
473
Financial Avengers
California
$41K
GRP
474
Global Retirement Partners
California
$41K +$2.79K +11 +8%
First Manhattan
475
First Manhattan
New York
$38K