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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
401
Brown Brothers Harriman & Co
New York
$3.6K +$3.48K +150 New
GWS
402
Glassman Wealth Services
Virginia
$3.31K +$185 +8 +6%
BIA
403
Bell Investment Advisors
California
$3.19K +$533 +23 +21%
FIA
404
FNY Investment Advisers
New York
$3K +$2.9K +125 New
AF
405
Advisornet Financial
Minnesota
$2.95K -$417 -18 -13%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$2.9K – – –
NMG
407
New Millennium Group
Utah
$2.9K – – –
DI
408
Disciplined Investments
Oklahoma
$2.52K -$23 -1 -0.9%
ZB
409
Zions Bancorporation
Utah
$2.4K – – –
Creative Planning
410
Creative Planning
Kansas
$2.4K +$2.32K +100 New
SIC
411
SJS Investment Consulting
Ohio
$2.26K -$371 -16 -15%
EBA
412
Eagle Bay Advisors
New York
$1.81K -$603 -26 -26%
FWM
413
Focused Wealth Management
New York
$1.65K +$23 +1 +1%
BAAM
414
Baker Avenue Asset Management
California
$1.56K -$232 -10 -13%
CWC
415
Carolinas Wealth Consulting
North Carolina
$1.49K -$580 -25 -29%
CSB
416
City State Bank
Iowa
$1K – – –
TAIM
417
TD Ameritrade Investment Management
Nebraska
$1K – – –
CAL
418
Capital Advisors Ltd
Ohio
$1K +$835 +36 +138%
FFA
419
Farther Finance Advisors
California
$912 +$325 +14 +58%
WOC
420
West Oak Capital
California
$840 – – –
GWSG
421
GPS Wealth Strategies Group
Colorado
$768 +$742 +32 New
BWM
422
BerganKDV Wealth Management
Minnesota
$672 – – –
TWP
423
TFO Wealth Partners
Ohio
$528 +$487 +21 +2,100%
TWD
424
True Wealth Design
Ohio
$480 – – –
NA
425
NewEdge Advisors
Louisiana
$216 -$213K -9,185 -100%