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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
CFM Wealth Partners
Texas
$13K +$11.8K +125 New
MF
627
Manchester Financial
California
$13K +$12.1K +128 New
GRP
628
Global Retirement Partners
California
$12K +$7.2K +76 +169%
PGAM
629
Princeton Global Asset Management
New Jersey
$12K +$11.2K +118 New
EW
630
Evoke Wealth
California
$11.6K -$190 -2 -2%
LWA
631
Lenox Wealth Advisors
New York
$11K
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$11K +$284 +3 +3%
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$11K +$10.3K +109 New
ZB
634
Zions Bancorporation
Utah
$10K -$2.84K -30 -23%
WEC
635
Winslow Evans & Crocker
Massachusetts
$10K
LC
636
Lindbrook Capital
California
$10K +$2.27K +24 +31%
PA
637
Procyon Advisors
Connecticut
$10K +$9.95K +105 New
PCG
638
Private Capital Group
Connecticut
$9K -$21K -222 -70%
BC
639
Barnett & Company
Tennessee
$9K +$8.15K +86 +1,720%
VAIA
640
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.62K +91 New
CI
641
CX Institutional
Indiana
$8K
SFG
642
Sowa Financial Group
Rhode Island
$8K +$7.58K +80 New
AWA
643
Arkadios Wealth Advisors
Georgia
$7.81K +$7.3K +77 New
GEA
644
Glen Eagle Advisors
New Jersey
$7.38K
SFSIG
645
San Francisco Sentry Investment Group
California
$7K
WLPWM
646
Walled Lake Planning & Wealth Management
Illinois
$7K +$7.11K +75 New
CQS
647
Credential Qtrade Securities
$6.78K
AA
648
Advisory Alpha
Michigan
$6.35K -$1.14K -12 -16%
TL
649
TrueWealth LLC
Georgia
$6K
TCOV
650
Trust Company of Vermont
Vermont
$6K