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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$12K -$12.8K -1,047 -54%
DAM
402
Delta Asset Management
Tennessee
$11.9K
GWM
403
Geneos Wealth Management
Colorado
$11.6K -$262K -21,508 -96%
FFA
404
Farther Finance Advisors
California
$11.5K +$4.04K +331 +52%
VNA
405
Valley National Advisers
Pennsylvania
$11K
OC
406
Oakworth Capital
Alabama
$9.54K
TFA
407
Toth Financial Advisory
Virginia
$9.54K
TCWA
408
Turtle Creek Wealth Advisors
Texas
$9.31K +$9.53K +781 New
RTL
409
Red Tortoise LLC
Georgia
$8.11K
AssetMark Inc
410
AssetMark Inc
California
$8.03K +$3.16K +259 +62%
SSG
411
Summit Securities Group
New York
$8K +$8.54K +700 New
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$7.65K +$207 +17 +3%
AWM
413
Avior Wealth Management
Nebraska
$7.54K +$98 +8 +1%
QC
414
Quent Capital
New York
$7.22K -$2.9K -238 -28%
CFO
415
CVA Family Office
Colorado
$7.15K +$7.32K +600 New
BFEC
416
Benjamin F. Edwards & Company
Missouri
$7K
TWM
417
Tradition Wealth Management
Minnesota
$7K +$122 +10 +2%
GWS
418
Glassman Wealth Services
Virginia
$6.64K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$6.28K +$122 +10 +2%
HI
420
Harbour Investments
Wisconsin
$5.32K +$3.17K +260 +140%
SIS
421
Sound Income Strategies
Florida
$4.89K +$5K +410 New
VWM
422
Venturi Wealth Management
Texas
$4.59K
FWM
423
Focused Wealth Management
New York
$4.36K +$73 +6 +2%
NSG
424
Nalls Sherbakoff Group
Tennessee
$4.17K
BIA
425
Bell Investment Advisors
California
$3.77K -$1.39K -114 -27%