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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$11K +$11K +2,315 New
GP
302
Girard Partners
Pennsylvania
$11K +$11.9K +2,500 New
Asset Management One
303
Asset Management One
Japan
$10K – – –
AWM
304
Aevitas Wealth Management
Massachusetts
$9K – – –
AssetMark Inc
305
AssetMark Inc
California
$9K – – –
MCM
306
Manchester Capital Management
Vermont
$9K – – –
LFA
307
Legacy Financial Advisors
Kentucky
$9K +$38 +8 +0.4%
GI
308
Gradient Investments
Minnesota
$8K – – –
LIA
309
LS Investment Advisors
Michigan
$8K – – –
PFBT
310
Parkside Financial Bank & Trust
Missouri
$8K – – –
POIA
311
Pin Oak Investment Advisors
Texas
$7K +$7.82K +1,641 New
CFD
312
Creative Financial Designs
Indiana
$6K -$7.82K -1,640 -54%
ATC
313
Adirondack Trust Company
New York
$6K – – –
WEC
314
Winslow Evans & Crocker
Massachusetts
$6K – – –
CAW
315
Cornerstone Advisors (Washington)
Washington
$6K +$1.96K +410 +43%
BL
316
Balentine LLC
Georgia
$6K +$6.74K +1,413 New
VFA
317
Valeo Financial Advisors
Indiana
$5K – – –
AIM
318
Anchor Investment Management
South Carolina
$4.57K +$2.38K +500 +100%
PCG
319
Private Capital Group
Connecticut
$4K -$2.38K -499 -35%
ML
320
McAdam LLC
Pennsylvania
$4K – – –
APP
321
Avantax Planning Partners
Iowa
$4K +$3.92K +823 New
SIAS
322
Shine Investment Advisory Services
Colorado
$4K +$4.58K +960 New
RE
323
RBC Europe
United Kingdom
$3.61K – – –
AF
324
Allworth Financial
California
$3K – – –
GWM
325
Geneos Wealth Management
Colorado
$3K – – –