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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
CSat Investment Advisory
Michigan
$22K -$70.6K -627 -78%
LWA
627
Lenox Wealth Advisors
New York
$20K +$6.53K +58 +54%
IA
628
IFP Advisors
Florida
$19K
HL
629
Harding Loevner
New Jersey
$18K -$70.2K -623 -81%
TCCM
630
Timber Creek Capital Management
Massachusetts
$18K
TFA
631
Toth Financial Advisory
Virginia
$18K
CWM
632
Cedar Wealth Management
California
$17K +$16.2K +144 New
SLF
633
Sun Life Financial
Ontario, Canada
$16K -$113 -1 -0.7%
EARNEST Partners
634
EARNEST Partners
Georgia
$16K
NFG
635
Next Financial Group
Texas
$16K +$450 +4 +3%
GRP
636
Global Retirement Partners
California
$15K
PCG
637
Private Capital Group
Connecticut
$15K
CAGAS
638
Capital Advisory Group Advisory Services
Minnesota
$14K
LC
639
Lindbrook Capital
California
$13K -$4.17K -37 -26%
AIA
640
Arcadia Investment Advisors
Idaho
$12.5K
WEC
641
Winslow Evans & Crocker
Massachusetts
$12K
HR
642
Howe & Rusling
New York
$11K -$1.13K -10 -10%
PWMG
643
Prestige Wealth Management Group
New Jersey
$11K +$4.17K +37 +64%
TFO
644
Tarbox Family Office
California
$10K
AWA
645
Arkadios Wealth Advisors
Georgia
$10K +$3.6K +32 +57%
SFG
646
Sowa Financial Group
Rhode Island
$10K +$9.01K +80 New
EW
647
Evoke Wealth
California
$9K
WLPWM
648
Walled Lake Planning & Wealth Management
Illinois
$9K
CQS
649
Credential Qtrade Securities
$8.22K
SWA
650
SOA Wealth Advisors
New York
$8K +$8.22K +73 New