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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Sequoia Financial Advisors
Ohio
$79.4K -$16.7K -3,235 -16%
TC
102
TownSquare Capital
Utah
$77.4K +$4.44K +861 +6%
FFM
103
Forum Financial Management
Illinois
$76.9K
UBS Group
104
UBS Group
Switzerland
$76.4K -$27.5K -5,346 -25%
DWT
105
Dorsey & Whitney Trust
South Dakota
$74K -$18.6K -3,605 -19%
PCIA
106
Prime Capital Investment Advisors
Kansas
$73.6K
GSC
107
Ground Swell Capital
South Carolina
$73.2K +$78.6K +15,252 New
PA
108
Parallel Advisors
California
$72.4K +$5.36K +1,040 +7%
AP
109
Adero Partners
California
$72.2K +$438 +85 +0.6%
CFM
110
Capricorn Fund Managers
United Kingdom
$70.1K
LC
111
Lindbrook Capital
California
$69.7K +$252 +49 +0.3%
HJIM
112
Henry James International Management
New York
$68K
OC
113
Oppenheimer & Co
New York
$64.7K -$43.8K -8,500 -39%
FFP
114
FourThought Financial Partners
Florida
$64.6K
State Street
115
State Street
Massachusetts
$64.3K
MCM
116
Marathon Capital Management
Maryland
$64K -$468K -90,763 -87%
CAAS
117
Capital Asset Advisory Services
Michigan
$59.5K +$7.88K +1,529 +14%
AWM
118
Axxcess Wealth Management
California
$58.4K +$62.7K +12,160 New
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$57.3K +$61.5K +11,941 New
OBWG
120
Onyx Bridge Wealth Group
New York
$57.3K
BSW
121
Buckingham Strategic Wealth
Missouri
$56.8K +$10 +2 +0%
PP
122
PDS Planning
Ohio
$56.3K +$4.05K +787 +7%
EVM
123
Evelyn V. Moreno
$56.1K
Simplex Trading
124
Simplex Trading
Illinois
$55K +$43.1K +8,371 +269%
RJT
125
Raymond James Trust
Florida
$53K