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Name Holding Trade Value Shares
Change
Change in
Stake
HR
301
Howe & Rusling
New York
$11K +$620 +130 +6%
CFGS
302
Concourse Financial Group Securities
Alabama
$11K +$11K +2,315 New
GP
303
Girard Partners
Pennsylvania
$11K +$11.9K +2,500 New
Asset Management One
304
Asset Management One
Japan
$10K
AWM
305
Aevitas Wealth Management
Massachusetts
$9K
AssetMark Inc
306
AssetMark Inc
California
$9K
MCM
307
Manchester Capital Management
Vermont
$9K
LFA
308
Legacy Financial Advisors
Kentucky
$9K +$38 +8 +0.4%
GI
309
Gradient Investments
Minnesota
$8K
LIA
310
LS Investment Advisors
Michigan
$8K
PFBT
311
Parkside Financial Bank & Trust
Missouri
$8K
POIA
312
Pin Oak Investment Advisors
Texas
$7K +$7.82K +1,641 New
CFD
313
Creative Financial Designs
Indiana
$6K -$7.82K -1,640 -54%
ATC
314
Adirondack Trust Company
New York
$6K
WEC
315
Winslow Evans & Crocker
Massachusetts
$6K
CAW
316
Cornerstone Advisors (Washington)
Washington
$6K +$1.96K +410 +43%
BL
317
Balentine LLC
Georgia
$6K +$6.74K +1,413 New
VFA
318
Valeo Financial Advisors
Indiana
$5K
AIM
319
Anchor Investment Management
South Carolina
$4.57K +$2.38K +500 +100%
PCG
320
Private Capital Group
Connecticut
$4K -$2.38K -499 -35%
ML
321
McAdam LLC
Pennsylvania
$4K
APP
322
Avantax Planning Partners
Iowa
$4K +$3.92K +823 New
SIAS
323
Shine Investment Advisory Services
Colorado
$4K +$4.58K +960 New
RE
324
RBC Europe
United Kingdom
$3.61K
AF
325
Allworth Financial
California
$3K