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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
301
Glassman Wealth Services
Virginia
$20K +$264 +6 +1%
CIA
302
CSat Investment Advisory
Michigan
$19K +$2.29K +52 +14%
HPC
303
HM Payson & Co
Maine
$18K
PA
304
Parallel Advisors
California
$18K
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.6K +400 New
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$16K +$3.44K +78 +27%
SC
307
Steph & Co
Wisconsin
$16K +$15.4K +350 New
CFGS
308
Concourse Financial Group Securities
Alabama
$15K +$11.6K +264 +388%
DI
309
Disciplined Investments
Oklahoma
$13K +$12.3K +280 New
RWA
310
Ropes Wealth Advisors
Massachusetts
$12K
RCA
311
Ranch Capital Advisors
Florida
$12K +$11.5K +260 New
HGWM
312
Harvest Group Wealth Management
Massachusetts
$10K
QCG
313
Quadrant Capital Group
Ohio
$10K
Chevy Chase Trust
314
Chevy Chase Trust
Maryland
$10K +$9.69K +220 New
FHA
315
First Horizon Advisors
Tennessee
$9K -$3.7K -84 -29%
BWA
316
Burt Wealth Advisors
Maryland
$9K
HWM
317
HighMark Wealth Management
Minnesota
$9K +$8.81K +200 New
VAIA
318
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.98K +204 New
OPS
319
Orion Portfolio Solutions
Nebraska
$8K +$7.49K +170 New
AIL
320
AGF Investments LLC
Ontario, Canada
$7K +$6.61K +150 New
SFS
321
Sowell Financial Services
Arkansas
$6K +$3.08K +70 +109%
TCWM
322
Total Clarity Wealth Management
Illinois
$6K +$6.17K +140 New
BWA
323
BDO Wealth Advisors
Florida
$5K
GAM
324
Gemmer Asset Management
California
$5K
IFAM
325
Institutional & Family Asset Management
Colorado
$4K -$1.15K -26 -24%