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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
476
Geneos Wealth Management
Colorado
$28.3K
GEA
477
Glen Eagle Advisors
New Jersey
$28.3K
HFM
478
Hartford Financial Management
Connecticut
$28.3K
AF
479
Allworth Financial
California
$28.2K -$6.63K -93 -19%
GG
480
Gleason Group
Kentucky
$26.5K +$71 +1 +0.3%
FMP
481
Financial Management Professionals
Texas
$25K
ONST
482
Old North State Trust
North Carolina
$25K
TIM
483
Tortoise Investment Management
New York
$24.7K
CFO
484
CVA Family Office
Colorado
$24K +$356 +5 +1%
SWM
485
Spire Wealth Management
Virginia
$23.6K -$3.64K -51 -13%
CT
486
Caldwell Trust
Florida
$23.5K
SSB
487
Sandy Spring Bank
Maryland
$23.4K
AF
488
Advisornet Financial
Minnesota
$21.2K
BSB
489
Bangor Savings Bank
Maine
$21.2K
TWA
490
TCI Wealth Advisors
Arizona
$19K
WTA
491
Washington Trust Advisors
Massachusetts
$18.2K -$3.85K -54 -17%
PTC
492
Private Trust Company
Ohio
$18.1K -$71 -1 -0.4%
AWM
493
AllSquare Wealth Management
New York
$17.7K
FWA
494
FSC Wealth Advisors
New York
$17.1K +$17.3K +242 New
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$15.8K +$12.9K +181 +421%
JIR
496
James Investment Research
Ohio
$15K -$15.3K -214 -50%
CCC
497
Chelsea Counsel Company
California
$14.8K
BCWM
498
Bartlett & Co Wealth Management
Ohio
$14.1K
RTC
499
Riverview Trust Company
Washington
$14.1K
BC
500
Bartlett & Co
Ohio
$14K