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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
Arkadios Wealth Advisors
Georgia
$13K +$4.21K +17 +31%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$11K -$1.73K -7 -11%
BCA
328
Berman Capital Advisors
Georgia
$11K
CTC
329
Central Trust Company
Missouri
$10K
SBL
330
Sargent Bickham Lagudis
Colorado
$10K
JWA
331
JFS Wealth Advisors
Pennsylvania
$10K +$12.4K +50 New
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$9.99K +$12.6K +51 New
PWA
333
Phoenix Wealth Advisors
North Carolina
$8K
GWM
334
Geneos Wealth Management
Colorado
$6K
WLPWM
335
Walled Lake Planning & Wealth Management
Illinois
$6K
ZB
336
Zions Bancorporation
Utah
$5K -$226K -912 -97%
CWP
337
Concord Wealth Partners
Virginia
$5K -$5.95K -24 -46%
TCM
338
Tradewinds Capital Management
Washington
$5K
HIIFS
339
Harel Insurance Investments & Financial Services
Israel
$4K -$37.2K -150 -88%
JWM
340
Janiczek Wealth Management
Colorado
$4K
KIG
341
Kowal Investment Group
Wisconsin
$4K +$5.2K +21 New
GKWIM
342
Gerber Kawasaki Wealth & Investment Management
California
$4K +$5.7K +23 New
GWS
343
Glassman Wealth Services
Virginia
$3K -$44.6K -180 -91%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$3K -$8.17K -33 -72%
BAM
345
Bellevue Asset Management
Washington
$3K +$495 +2 +18%
WT
346
Washington Trust
Rhode Island
$3K +$495 +2 +14%
FHA
347
First Horizon Advisors
Tennessee
$3K +$1.24K +5 +38%
BMD
348
Better Money Decisions
New Mexico
$2K -$6.93K -28 -78%
BFC
349
Bedel Financial Consulting
Indiana
$2K
GI
350
Gradient Investments
Minnesota
$2K