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Name Holding Trade Value Shares
Change
Change in
Stake
VFM
701
Vision Financial Markets
Connecticut
$3.88K – – –
CFM
702
Cornerstone Financial Management
Massachusetts
$3.64K -$469 -18 -12%
HIA
703
Highland Investment Advisors
Florida
$3.39K +$3.18K +122 New
GEA
704
Glen Eagle Advisors
New Jersey
$3.28K – – –
BIA
705
Bell Investment Advisors
California
$3.23K -$1.33K -51 -31%
EP
706
Essential Partners
California
$3.23K -$5.82K -223 -66%
MG
707
Mather Group
Illinois
$3.17K +$1.88K +72 +171%
PWA
708
Physician Wealth Advisors
Utah
$2.98K -$2.06K -79 -42%
MNA
709
Manning & Napier Advisors
New York
$2.84K +$2.45K +94 +1,343%
Vanguard National Trust
710
Vanguard National Trust
Pennsylvania
$2.81K – – –
FNWA
711
Financial Network Wealth Advisors
Utah
$2.78K – – –
NEWAS
712
N.E.W. Advisory Services
Wisconsin
$2.78K – – –
WIM
713
Westside Investment Management
California
$2.78K – – –
IAS
714
IMA Advisory Services
Colorado
$2.73K +$887 +34 +53%
LWM
715
Lodestone Wealth Management
Washington
$2.67K – – –
PWPS
716
Pinnacle Wealth Planning Services
Ohio
$2.59K -$1.23K -47 -34%
HFS
717
Horizon Financial Services
North Carolina
$2.48K +$2.32K +89 New
CFB
718
Cullen/Frost Bankers
Texas
$2.34K -$17.8K -681 -89%
CIA
719
Cape Investment Advisory
Georgia
$2.31K +$2.16K +83 New
RWS
720
Retirement Wealth Solutions
Wisconsin
$2.2K -$313 -12 -13%
KFAS
721
Keating Financial Advisory Services
Kansas
$2.14K +$1.96K +75 +3,750%
IA
722
IFG Advisory
Georgia
$2K +$1.88K +72 New
MDA
723
Minot DeBlois Advisors
Massachusetts
$1.86K +$1.75K +67 New
GSWM
724
Golden State Wealth Management
California
$1.81K -$1.8K -69 -51%
PS
725
Planning Strategies
Pennsylvania
$1.81K +$1.7K +65 New