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Name Holding Trade Value Shares
Change
Change in
Stake
MI
501
Markston International
New York
$52K
CG
502
Cutler Group
California
$49K -$38.5K -1,457 -43%
HWA
503
Heritage Wealth Advisors
Virginia
$48.9K
Credit Agricole
504
Credit Agricole
France
$48K +$29.8K +1,129 +160%
MA
505
Modus Advisors
Minnesota
$47K +$47.8K +1,811 New
GRP
506
Global Retirement Partners
California
$44K -$11.2K -426 -20%
RDWM
507
Red Door Wealth Management
Tennessee
$41K +$41.8K +1,582 New
CCM
508
Covington Capital Management
California
$39K
SBL
509
Sargent Bickham Lagudis
Colorado
$39K
CI
510
CX Institutional
Indiana
$33K +$3.99K +151 +13%
CFG
511
CKW Financial Group
Hawaii
$33K +$33.1K +1,254 New
WP
512
WealthShield Partners
North Carolina
$32K
TF
513
TimeScale Financial
Massachusetts
$32K +$211 +8 +0.6%
FCB
514
First Command Bank
Texas
$30K
FCFS
515
First Command Financial Services
Texas
$30K
SWM
516
Spire Wealth Management
Virginia
$29K -$115K -4,346 -80%
WT
517
Washington Trust
Rhode Island
$29K
ZB
518
Zions Bancorporation
Utah
$28K -$132 -5 -0.5%
PCG
519
Private Capital Group
Connecticut
$28K +$370 +14 +1%
FGAM
520
Financial Gravity Asset Management
Texas
$26K -$396 -15 -54%
CWP
521
Concord Wealth Partners
Virginia
$26K -$370 -14 -1%
IFAM
522
Institutional & Family Asset Management
Colorado
$24K
CLG
523
Cooperman Leon G
$23K
PCM
524
Peregrine Capital Management
Minnesota
$23K
NSIM
525
North Star Investment Management
Illinois
$23K +$132 +5 +0.6%