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Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Crewe Advisors
Utah
$38K
AssetMark Inc
502
AssetMark Inc
California
$36K -$203K -2,648 -86%
WEC
503
Winslow Evans & Crocker
Massachusetts
$36K -$141K -1,830 -81%
PWM
504
PRW Wealth Management
Massachusetts
$36K
BCA
505
Berman Capital Advisors
Georgia
$36K +$3.23K +42 +10%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$33K +$3K +39 +10%
TA
507
Thor Advisors
New York
$33K +$32.3K +421 New
RWM
508
Raffa Wealth Management
District of Columbia
$31.8K
GRP
509
Global Retirement Partners
California
$30K -$3.3K -43 -10%
CCM
510
Cribstone Capital Management
Maine
$30K
SFG
511
SevenBridge Financial Group
Pennsylvania
$29K
CWA
512
Clarus Wealth Advisors
Arizona
$28K -$845 -11 -3%
AIA
513
Alera Investment Advisors
Illinois
$27K -$5.15K -67 -17%
ZB
514
Zions Bancorporation
Utah
$27K
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$21K +$1.69K +22 +9%
Bessemer Group
516
Bessemer Group
New Jersey
$20K +$5.99K +78 +43%
MNBTD
517
Moody National Bank Trust Division
Texas
$19K
PCP
518
Proficio Capital Partners
Massachusetts
$19K
LC
519
Lindbrook Capital
California
$17K -$768 -10 -4%
LFA
520
Legacy Financial Advisors
Kentucky
$17K +$2.61K +34 +19%
PCM
521
Penserra Capital Management
California
$16K -$407K -5,296 -96%
TFS
522
TrustCore Financial Services
Tennessee
$16K
CB
523
CNB Bank
Pennsylvania
$16K +$15.4K +200 New
ACA
524
Atlas Capital Advisors
Wyoming
$15.1K -$12.4K -161 -46%
GAM
525
Gemmer Asset Management
California
$15K