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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
701
Institutional & Family Asset Management
Colorado
$91.7K
AssetMark Inc
702
AssetMark Inc
California
$91.2K -$2.85K -24 -3%
SCA
703
Stonebridge Capital Advisors
Minnesota
$87.8K
HGERS
704
Householder Group Estate & Retirement Specialist
Arizona
$87K -$34K -286 -27%
WTA
705
Washington Trust Advisors
Massachusetts
$86.3K -$152K -1,277 -63%
SWM
706
Spire Wealth Management
Virginia
$85K -$2.38K -20 -3%
PP
707
PFS Partners
New Jersey
$80.1K +$119 +1 +0.1%
GIA
708
GHP Investment Advisors
Colorado
$76K
BHWM
709
Bay Harbor Wealth Management
Maryland
$75K -$475 -4 -0.6%
BFPW
710
BOK Financial Private Wealth
Colorado
$74.6K
ACM
711
AUA Capital Management
Pennsylvania
$74.3K
DCM
712
Dupont Capital Management
Delaware
$71.9K -$7.25K -61 -9%
AWM
713
Atticus Wealth Management
Florida
$71.3K -$15.2K -128 -17%
GBT
714
Grove Bank & Trust
Florida
$71K +$73.3K +617 New
TF
715
Tompkins Financial
New York
$70K
CFG
716
CKW Financial Group
Hawaii
$69K -$11.9K -100 -14%
IA
717
IFP Advisors
Florida
$68K -$125K -1,050 -36%
HI
718
Harbour Investments
Wisconsin
$63.6K +$475 +4 +0.7%
FFA
719
Farther Finance Advisors
California
$62.8K +$65K +547 New
DMBA
720
Deseret Mutual Benefit Administrators
Utah
$61.2K -$11.5K -97 -15%
ZB
721
Zions Bancorporation
Utah
$60K +$2.85K +24 +5%
IGWM
722
ICA Group Wealth Management
Colorado
$59.5K +$61.5K +518 New
CTC
723
Central Trust Company
Missouri
$59.1K -$52.5K -442 -46%
BBPWM
724
Blue Bell Private Wealth Management
Pennsylvania
$56.8K
PFBT
725
Parkside Financial Bank & Trust
Missouri
$55.6K +$22.9K +193 +66%