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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Achmea Investment Management
Netherlands
$16K – – –
GWS
427
Glassman Wealth Services
Virginia
$16K – – –
EWA
428
EverSource Wealth Advisors
Alabama
$15.5K +$485 +2 +3%
KA
429
Kozak & Associates
Colorado
$15.2K – – –
MCM
430
MV Capital Management
Maryland
$14.7K +$1.7K +7 +14%
DSC
431
Duncker Streett & Co
Missouri
$12.7K – – –
PGAM
432
Princeton Global Asset Management
New Jersey
$12.4K – – –
TPCW
433
TD Private Client Wealth
New York
$11.4K -$1.21K -5 -10%
NIC
434
Northwest Investment Counselors
Oregon
$11.1K – – –
CAL
435
Capital Advisors Ltd
Ohio
$11K – – –
FPFS
436
First Personal Financial Services
North Carolina
$10.1K – – –
EI
437
Ellevest Inc
New York
$9.88K -$52.1K -215 -85%
ZB
438
Zions Bancorporation
Utah
$9.63K -$2.42K -10 -21%
SWA
439
Sutton Wealth Advisors
Florida
$9.12K – – –
CA
440
Crewe Advisors
Utah
$8.87K -$1.45K -6 -15%
AF
441
Allworth Financial
California
$8.36K – – –
CSPIA
442
Cary Street Partners Investment Advisory
Virginia
$6.59K +$2.42K +10 +63%
HWM
443
HighMark Wealth Management
Minnesota
$6.08K +$2.18K +9 +60%
PWMG
444
Prestige Wealth Management Group
New Jersey
$5.83K +$1.94K +8 +53%
TFM
445
TFC Financial Management
Massachusetts
$5.83K +$5.58K +23 New
FFA
446
Farther Finance Advisors
California
$5.83K – – –
WP
447
WealthPLAN Partners
Nebraska
$5.83K +$5.58K +23 New
FFL
448
Financial Freedom LLC
Ohio
$5.09K – – –
TWA
449
TCI Wealth Advisors
Arizona
$4.81K -$5.58K -23 -55%
EARNEST Partners
450
EARNEST Partners
Georgia
$4.31K – – –