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WDC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
426
Global Retirement Partners
California
$21.7K -$18.4K -661 -47%
AF
427
Allworth Financial
California
$20.7K +$417 +15 +2%
CA
428
Clearstead Advisors
Ohio
$20.3K – – –
BC
429
Bartlett & Co
Ohio
$19K +$18.4K +662 New
MMG
430
Monetary Management Group
Missouri
$19K – – –
BCWM
431
Bartlett & Co Wealth Management
Ohio
$19K +$18.4K +662 New
ACA
432
Atlas Capital Advisors
Wyoming
$18K -$2.92K -105 -14%
PIAS
433
PCA Investment Advisory Services
Ohio
$17.6K +$17.1K +614 New
IFAM
434
Institutional & Family Asset Management
Colorado
$17.5K -$946 -34 -5%
PPC
435
Park Place Capital
Alabama
$16.9K +$16.4K +589 New
SSG
436
Summit Securities Group
New York
$16K -$81.2K -2,920 -84%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$15.8K -$862 -31 -5%
AS
438
AM Squared
Hong Kong
$15.2K +$14.7K +529 New
CAS
439
Coppell Advisory Solutions
Texas
$15.2K +$14.8K +533 New
GWS
440
Glassman Wealth Services
Virginia
$15K +$2.17K +78 +18%
FFA
441
Fairfield Financial Advisors
Massachusetts
$14.7K – – –
ZB
442
Zions Bancorporation
Utah
$14.1K +$1.25K +45 +10%
EDRH
443
Edmond de Rothschild Holding
Switzerland
$12.9K – – –
SWM
444
Sugarloaf Wealth Management
Georgia
$12K – – –
CFD
445
Creative Financial Designs
Indiana
$11.8K +$1.98K +71 +21%
FFA
446
Farther Finance Advisors
California
$11.5K -$139 -5 -1%
HNB
447
Huntington National Bank
Ohio
$11.5K +$3.62K +130 +48%
WIM
448
Westside Investment Management
California
$11.4K – – –
BAM
449
Bellevue Asset Management
Washington
$11.4K – – –
TF
450
Tompkins Financial
New York
$11.4K – – –
16 17
18
19 20