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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
176
Proficio Capital Partners
Massachusetts
$40K
QT
177
Quantbot Technologies
New York
$38K +$38.8K +7,048 New
LFA
178
Legacy Financial Advisors
Kentucky
$35K
SWP
179
Stratos Wealth Partners
Ohio
$35K
GWM
180
Geneos Wealth Management
Colorado
$33K
CFG
181
CKW Financial Group
Hawaii
$32K
TJHA
182
Thomas J. Herzfeld Advisors
Florida
$32K +$12.4K +2,253 +62%
SPIA
183
Steward Partners Investment Advisory
New York
$31K +$22.1K +4,020 +235%
HNB
184
Huntington National Bank
Ohio
$30K +$26.3K +4,771 +659%
WPW
185
Winthrop Partners - WNY
New York
$29.8K +$29.6K +5,372 New
CTC
186
Central Trust Company
Missouri
$29K
AssetMark Inc
187
AssetMark Inc
California
$27K -$4.91K -891 -15%
SHJ
188
Sharkey, Howes & Javer
Colorado
$25K
MOS
189
MGO One Seven
Ohio
$20K +$16.4K +2,979 +460%
JP Morgan Chase
190
JP Morgan Chase
New York
$19K -$1.78M -323,821 -99%
CAGAS
191
Capital Advisory Group Advisory Services
Minnesota
$19K +$18.6K +3,385 New
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$17.2K +3,129 New
CG
193
Cutler Group
California
$16K -$4.74K -861 -22%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$14K
VFA
195
Valeo Financial Advisors
Indiana
$14K
FRA
196
Front Row Advisors
California
$14K +$1.42K +257 +11%
AF
197
Advisornet Financial
Minnesota
$14K +$13.6K +2,474 New
WDL
198
Well Done LLC
Michigan
$14K +$13.9K +2,515 New
NSIM
199
North Star Investment Management
Illinois
$10K
VCM
200
Vigilant Capital Management
Maine
$10K +$9.56K +1,736 New