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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
551
Coston McIsaac & Partners
Maine
$24K
PFG
552
Putney Financial Group
California
$23.3K +$25.5K +304 New
GRP
553
Global Retirement Partners
California
$23.2K -$42.7K -510 -63%
AAP
554
Arax Advisory Partners
Colorado
$21.3K +$3.18K +38 +16%
RIL
555
Rothschild Investment LLC
Illinois
$20.7K -$1.26K -15 -5%
ZB
556
Zions Bancorporation
Utah
$20.6K
HFM
557
Harvest Fund Management
China
$20K -$4.36K -52 -17%
WSFS
558
Wilmington Savings Fund Society
Delaware
$19.7K +$9.05K +108 +72%
AF
559
Advisornet Financial
Minnesota
$19.2K -$1.17K -14 -5%
AWM
560
AllSquare Wealth Management
New York
$19.1K
SWM
561
Spire Wealth Management
Virginia
$19K +$6.53K +78 +46%
VWM
562
Venturi Wealth Management
Texas
$18.1K -$27.6K -329 -58%
PTC
563
Private Trust Company
Ohio
$17.7K
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$17K -$6.62K -79 -27%
WTA
565
Washington Trust Advisors
Massachusetts
$17K
AGWCA
566
Annis Gardner Whiting Capital Advisors
Florida
$16.5K -$2.68K -32 -13%
GIA
567
GHP Investment Advisors
Colorado
$15.3K
RTC
568
Riverview Trust Company
Washington
$15.3K
GBT
569
Grove Bank & Trust
Florida
$15.3K +$3.43K +41 +26%
AssetMark Inc
570
AssetMark Inc
California
$14.9K +$7.29K +87 +81%
TWD
571
True Wealth Design
Ohio
$14.5K -$8.71K -104 -35%
RA
572
Rise Advisors
New York
$14.5K -$251 -3 -2%
AT
573
Arlington Trust
Alabama
$14.5K
MAM
574
Meeder Asset Management
Ohio
$14.2K +$11K +131 +243%
Lazard Asset Management
575
Lazard Asset Management
New York
$13K -$22K -263 -60%