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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
601
SBI Securities
Japan
$32.4K -$791 -11 -2%
FFA
602
Frazier Financial Advisors
Ohio
$31.8K – – –
NB
603
NBT Bank
New York
$30.8K – – –
AF
604
Allworth Financial
California
$30.1K +$5.25K +73 +18%
GM
605
GeoWealth Management
Illinois
$27.6K +$17.7K +246 +141%
PMFA
606
Plante Moran Financial Advisors
Michigan
$27.6K – – –
CWM
607
Crowley Wealth Management
Delaware
$26.3K – – –
GWSA
608
Global Wealth Strategies & Associates
Colorado
$24.4K – – –
NC
609
NewSquare Capital
Pennsylvania
$21.5K +$23.3K +324 +8,100%
HWM
610
Hemington Wealth Management
Virginia
$21K +$3.45K +48 +17%
GP
611
Greenline Partners
New York
$20.4K – – –
GWM
612
Geneos Wealth Management
Colorado
$20K +$863 +12 +4%
AWM
613
AllSquare Wealth Management
New York
$19.7K – – –
QC
614
Quent Capital
New York
$18.8K -$3.31K -46 -14%
SIC
615
Salem Investment Counselors
North Carolina
$18.6K +$20.3K +283 New
AF
616
Advisornet Financial
Minnesota
$18.1K +$431 +6 +2%
CA
617
Clearstead Advisors
Ohio
$17.2K +$18.1K +252 +2,520%
BIA
618
Bell Investment Advisors
California
$16.7K +$1.01K +14 +6%
DIP
619
DT Investment Partners
Pennsylvania
$15.8K – – –
RMP
620
Richards, Merrill & Peterson
Washington
$15.8K – – –
JWA
621
JFS Wealth Advisors
Pennsylvania
$15.7K +$216 +3 +1%
PP
622
Pacifica Partners
Canada
$15.1K – – –
SO
623
Sierra Ocean
California
$14.3K -$1.87K -26 -11%
BSB
624
Bangor Savings Bank
Maine
$13.1K – – –
CWM
625
Centricity Wealth Management
Ohio
$13.1K – – –
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