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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$17.1K +$16.4K +142 New
CA
352
CoreCap Advisors
Michigan
$16.7K +$16K +139 New
HNWAG
353
High Net Worth Advisory Group
Florida
$15.9K -$23.4K -203 -61%
SC
354
Stephens Consulting
Michigan
$14.7K -$24K -208 -63%
UB
355
UMB Bank
Missouri
$14K
ASN
356
Advisory Services Network
Georgia
$13K +$12.4K +108 New
TSWM
357
Tyler-Stone Wealth Management
Ohio
$13K
ADL
358
Asset Dedication LLC
California
$12K
CFGS
359
Concourse Financial Group Securities
Alabama
$11.2K -$255K -2,209 -96%
GFPC
360
Global Financial Private Client
Florida
$10.3K
LWP
361
Laurel Wealth Planning
Minnesota
$10.2K
AF
362
Arrow Financial
New York
$10K
Dimensional Fund Advisors
363
Dimensional Fund Advisors
Texas
$9.89K -$963K -8,356 -9%
BAM
364
Belpointe Asset Management
Nevada
$9.42K +$9.1K +79 New
BIA
365
Bell Investment Advisors
California
$9.01K -$576 -5 -6%
JWA
366
JFS Wealth Advisors
Pennsylvania
$8.67K -$807 -7 -9%
LWANC
367
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.42K
ETC
368
Exchange Traded Concepts
Oklahoma
$7.3K -$4.5K -39 -39%
IGWM
369
ICA Group Wealth Management
Colorado
$7.07K +$6.8K +59 New
GRP
370
Global Retirement Partners
California
$6.53K
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$6.39K +$6.11K +53 New
SBL
372
Sargent Bickham Lagudis
Colorado
$5.25K
CFD
373
Creative Financial Designs
Indiana
$4.79K
Twin Tree Management
374
Twin Tree Management
Texas
$4.56K +$4.38K +38 New
LFG
375
Larson Financial Group
Missouri
$4.22K