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Zillow
Z

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$6.58K – – –
LFG
352
Larson Financial Group
Missouri
$5.87K – – –
PFBT
353
Parkside Financial Bank & Trust
Missouri
$5.65K – – –
GWS
354
Glassman Wealth Services
Virginia
$5.07K +$170 +4 +4%
BWM
355
BerganKDV Wealth Management
Minnesota
$5.03K – – –
CAL
356
Capital Advisors Ltd
Ohio
$5K – – –
CFGS
357
Concourse Financial Group Securities
Alabama
$4.85K +$2.68K +63 +137%
CWM
358
CarsonAllaria Wealth Management
Illinois
$4.76K +$977 +23 +27%
KHC
359
Koesten Hirschmann & Crabtree
Kansas
$4.49K – – –
AWM
360
AllSquare Wealth Management
New York
$4.45K – – –
IGWM
361
ICA Group Wealth Management
Colorado
$4.45K – – –
LS
362
Livforsakringsbolaget Skandia
Sweden
$4.45K – – –
ACM
363
Aquatic Capital Management
Illinois
$4K -$688K -16,200 -99%
HGERS
364
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
BIA
365
Bell Investment Advisors
California
$3.78K -$127 -3 -3%
PTC
366
Private Trust Company
Ohio
$3.69K +$2.55K +60 +261%
BWM
367
Baystate Wealth Management
Massachusetts
$3.47K +$3.31K +78 New
SC
368
Schubert & Co
Texas
$3.38K +$680 +16 +27%
RAM
369
Riggs Asset Management
Pennsylvania
$3.34K – – –
TFGT
370
TS Financial Group (TSFG)
Illinois
$3K – – –
SFG
371
Steward Financial Group
Texas
$3K +$2.63K +62 +689%
MIFH
372
Migdal Insurance & Financial Holdings
Israel
$3K +$3.23K +76 New
MFT
373
Moisand Fitzgerald Tamayo
Florida
$2.94K +$2.8K +66 New
CA
374
Clearstead Advisors
Ohio
$2.58K – – –
JWA
375
JFS Wealth Advisors
Pennsylvania
$2.45K +$680 +16 +41%
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15
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