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Name Holding Trade Value Shares
Change
Change in
Stake
AI
501
ArchPoint Investors
Florida
$40K +$38.4K +500 New
CA
502
Crewe Advisors
Utah
$38K – – –
AssetMark Inc
503
AssetMark Inc
California
$36K -$203K -2,648 -86%
WEC
504
Winslow Evans & Crocker
Massachusetts
$36K -$141K -1,830 -81%
PWM
505
PRW Wealth Management
Massachusetts
$36K – – –
BCA
506
Berman Capital Advisors
Georgia
$36K +$3.23K +42 +10%
PFBT
507
Parkside Financial Bank & Trust
Missouri
$33K +$3K +39 +10%
TA
508
Thor Advisors
New York
$33K +$32.3K +421 New
RWM
509
Raffa Wealth Management
District of Columbia
$31.8K – – –
GRP
510
Global Retirement Partners
California
$30K -$3.3K -43 -10%
CCM
511
Cribstone Capital Management
Maine
$30K – – –
SFG
512
SevenBridge Financial Group
Pennsylvania
$29K – – –
CWA
513
Clarus Wealth Advisors
Arizona
$28K -$845 -11 -3%
AIA
514
Alera Investment Advisors
Illinois
$27K -$5.15K -67 -17%
ZB
515
Zions Bancorporation
Utah
$27K – – –
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$21K +$1.69K +22 +9%
Bessemer Group
517
Bessemer Group
New Jersey
$20K +$5.99K +78 +43%
MNBTD
518
Moody National Bank Trust Division
Texas
$19K – – –
PCP
519
Proficio Capital Partners
Massachusetts
$19K – – –
LC
520
Lindbrook Capital
California
$17K -$768 -10 -4%
LFA
521
Legacy Financial Advisors
Kentucky
$17K +$2.61K +34 +19%
PCM
522
Penserra Capital Management
California
$16K -$407K -5,296 -96%
TFS
523
TrustCore Financial Services
Tennessee
$16K – – –
CB
524
CNB Bank
Pennsylvania
$16K +$15.4K +200 New
ACA
525
Atlas Capital Advisors
Wyoming
$15.1K -$12.4K -161 -46%