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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Crewe Advisors
Utah
$40K +$45.2K +475 New
FHA
552
First Horizon Advisors
Tennessee
$38K +$11.4K +120 +37%
KJWM
553
Kiley Juergens Wealth Management
Washington
$38K +$42.8K +450 New
GRP
554
Global Retirement Partners
California
$37K +$25.5K +268 +156%
OIA
555
OneDigital Investment Advisors
Kansas
$35K – – –
RFA
556
Reilly Financial Advisors
California
$34K – – –
FRA
557
Front Row Advisors
California
$34K +$38.7K +406 New
RWM
558
Raffa Wealth Management
District of Columbia
$33.9K +$38.1K +400 New
CAW
559
Cornerstone Advisors (Washington)
Washington
$32K – – –
SWM
560
SeaCrest Wealth Management
New York
$32K +$36.4K +382 New
HFP
561
Holistic Financial Partners
Indiana
$30K +$34K +357 New
AWM
562
AllSquare Wealth Management
New York
$24K -$1.24K -13 -4%
PCM
563
Penserra Capital Management
California
$24K +$27.6K +290 New
PFBT
564
Parkside Financial Bank & Trust
Missouri
$23K +$1.24K +13 +5%
KA
565
Kaizen Advisory
Illinois
$22K +$24.2K +254 New
BC
566
Barnett & Company
Tennessee
$21K – – –
CHP
567
Cable Hill Partners
Oregon
$21K – – –
AIL
568
AGF Investments LLC
Ontario, Canada
$21K +$12.2K +128 +114%
SIAS
569
Shine Investment Advisory Services
Colorado
$19K +$1.33K +14 +7%
BL
570
Balentine LLC
Georgia
$18K -$381 -4 -2%
WWM
571
Willingdon Wealth Management
North Carolina
$18K – – –
AP
572
Advisors Preferred
Maryland
$17K -$40K -420 -68%
LFA
573
Legacy Financial Advisors
Kentucky
$16K +$18.5K +194 New
YWP
574
YorkBridge Wealth Partners
New York
$15K -$79K -830 -83%
QCG
575
Quadrant Capital Group
Ohio
$15K +$762 +8 +4%