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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$27K +$4.68K +28 +19%
ASN
552
Advisory Services Network
Georgia
$27K +$8.69K +52 +42%
GLI
553
Guardian Life Insurance
New York
$25K -$11.9K -71 -30%
BFC
554
Bedel Financial Consulting
Indiana
$25K +$27.2K +163 New
FC
555
Ferris Capital
Massachusetts
$25K +$27.4K +164 New
TCOV
556
Trust Company of Vermont
Vermont
$23K -$3.34K -20 -12%
ATC
557
Adirondack Trust Company
New York
$23K
CAW
558
Cornerstone Advisors (Washington)
Washington
$22K -$1.84K -11 -7%
APP
559
Avantax Planning Partners
Iowa
$22K +$25.4K +152 New
PI
560
PineBridge Investments
New York
$21K -$257K -1,539 -92%
PA
561
Parallel Advisors
California
$21K -$9.19K -55 -28%
FCFS
562
First Command Financial Services
Texas
$17K
BWP
563
Baldwin Wealth Partners
Massachusetts
$17K +$18.4K +110 New
FCB
564
First Command Bank
Texas
$16.8K
BCWM
565
Bartlett & Co Wealth Management
Ohio
$15.5K +$16.9K +101 New
BC
566
Bartlett & Co
Ohio
$15K
DAM
567
Delta Asset Management
Tennessee
$15K
FPFS
568
First Personal Financial Services
North Carolina
$15K +$167 +1 +1%
M
569
MOTCO
Texas
$15K +$16.9K +101 New
AWM
570
AllSquare Wealth Management
New York
$14K
MWM
571
MinichMacGregor Wealth Management
New York
$14K +$2.17K +13 +15%
WDL
572
Well Done LLC
Michigan
$14K +$15.4K +92 New
LF
573
Lee Financial
Texas
$13K +$14.5K +87 New
SWA
574
Sutton Wealth Advisors
Florida
$12.1K
YWP
575
YorkBridge Wealth Partners
New York
$12K -$5.01K -30 -27%