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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
651
AssetMark Inc
California
$34K -$40.6K -303 -54%
FPS
652
Fieldpoint Private Securities
Connecticut
$34K
CCA
653
Column Capital Advisors
Indiana
$27K
HNB
654
Huntington National Bank
Ohio
$27K
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$26K
FRA
656
Front Row Advisors
California
$26K
PGWM
657
Parisi Gray Wealth Management
New Jersey
$26K +$25.7K +192 New
SL
658
Savior LLC
Massachusetts
$23K -$14.9K -111 -40%
NFG
659
Next Financial Group
Texas
$22K +$2.54K +19 +13%
EBA
660
Eagle Bay Advisors
New York
$22K +$20.9K +156 New
FQ
661
First Quadrant
California
$21K -$126K -944 -86%
IA
662
IFP Advisors
Florida
$21K +$268 +2 +1%
CFO
663
CVA Family Office
Colorado
$21K +$4.02K +30 +23%
TCCM
664
Timber Creek Capital Management
Massachusetts
$20K
TFA
665
Toth Financial Advisory
Virginia
$20K
CWM
666
Cedar Wealth Management
California
$19K
EL
667
EMFO LLC
Florida
$19K +$18.6K +139 New
EARNEST Partners
668
EARNEST Partners
Georgia
$18K
LWA
669
Lenox Wealth Advisors
New York
$18K
EW
670
Evoke Wealth
California
$17K -$402 -3 -2%
HI
671
Harbour Investments
Wisconsin
$17K +$3.35K +25 +25%
TCWA
672
Ten Capital Wealth Advisors
Washington
$17K +$17.1K +128 New
CAGAS
673
Capital Advisory Group Advisory Services
Minnesota
$16K
PCG
674
Private Capital Group
Connecticut
$16K
LC
675
Lindbrook Capital
California
$15K