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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
CSat Investment Advisory
Michigan
$28K +$4.59K +38 +21%
IAIM
627
International Assets Investment Management
Florida
$27K
CCA
628
Column Capital Advisors
Indiana
$26K -$12.1K -100 -33%
Carson Wealth (CWM LLC)
629
Carson Wealth (CWM LLC)
Nebraska
$26K
HNB
630
Huntington National Bank
Ohio
$26K
FRA
631
Front Row Advisors
California
$25K
WT
632
Washington Trust
Rhode Island
$24K
IA
633
IFP Advisors
Florida
$21K +$483 +4 +3%
TCCM
634
Timber Creek Capital Management
Massachusetts
$19K
TFA
635
Toth Financial Advisory
Virginia
$19K
CWM
636
Cedar Wealth Management
California
$18K
NFG
637
Next Financial Group
Texas
$18K +$1.45K +12 +9%
SWA
638
SOA Wealth Advisors
New York
$18K +$8.33K +69 +95%
CAC
639
Certified Advisory Corp
Florida
$18K +$17.3K +143 New
LWA
640
Lenox Wealth Advisors
New York
$17K -$3.5K -29 -18%
EARNEST Partners
641
EARNEST Partners
Georgia
$17K
SLF
642
Sun Life Financial
Ontario, Canada
$17K +$121 +1 +0.7%
CFO
643
CVA Family Office
Colorado
$17K +$15.7K +130 New
WCM
644
Wealthcare Capital Management
Virginia
$17K +$16.2K +134 New
PCG
645
Private Capital Group
Connecticut
$16K
EW
646
Evoke Wealth
California
$16K +$6.16K +51 +65%
CAGAS
647
Capital Advisory Group Advisory Services
Minnesota
$15K
GRP
648
Global Retirement Partners
California
$15K
LC
649
Lindbrook Capital
California
$14K +$483 +4 +4%
AIA
650
Arcadia Investment Advisors
Idaho
$13.2K