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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
351
Bogart Wealth LLC
Virginia
$60.4K
JWA
352
JFS Wealth Advisors
Pennsylvania
$60.4K +$17.8K +104 +45%
MA
353
Montag & Associates
Georgia
$58.4K
HIIFS
354
Harel Insurance Investments & Financial Services
Israel
$57K -$2.9K -17 -5%
SWA
355
SOA Wealth Advisors
New York
$56.1K +$11.4K +67 +27%
LF
356
Lee Financial
Texas
$53.9K
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$52.3K +$5.46K +32 +12%
CHA
358
Carmichael Hill & Associates
Maryland
$50.3K -$42.7K -250 -47%
IBOK
359
Independence Bank of Kentucky
Kentucky
$49.4K
HBW
360
Hazlett, Burt & Watson
West Virginia
$49K
FP
361
Financial Perspectives
Minnesota
$47.9K
FFA
362
Farther Finance Advisors
California
$47.3K +$26.8K +157 +148%
FMP
363
Financial Management Professionals
Texas
$47K
OIA
364
Optimum Investment Advisors
Illinois
$44.9K +$42.7K +250 New
CLOS
365
Compagnie Lombard Odier SCmA
Switzerland
$44.9K
OC
366
Oakworth Capital
Alabama
$44.9K
BBHC
367
Brown Brothers Harriman & Co
New York
$44K +$28.2K +165 +206%
Kayne Anderson Rudnick Investment Management
368
Kayne Anderson Rudnick Investment Management
California
$43.5K
SWA
369
Sutton Wealth Advisors
Florida
$42.4K
GI
370
Gradient Investments
Minnesota
$41.9K +$8.54K +50 +27%
PFBT
371
Parkside Financial Bank & Trust
Missouri
$41.7K +$4.1K +24 +12%
CA
372
Clearstead Advisors
Ohio
$41.3K
TRCT
373
Tower Research Capital (TRC)
New York
$41K -$344K -2,012 -90%
ECM
374
Estabrook Capital Management
New York
$39.5K
VWM
375
Venturi Wealth Management
Texas
$38.5K +$18.4K +108 +102%