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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$42K
CA
552
Crewe Advisors
Utah
$40K
FHA
553
First Horizon Advisors
Tennessee
$38K
SWM
554
SeaCrest Wealth Management
New York
$38K +$6.26K +69 +18%
DSI
555
Daiwa SB Investments
Japan
$37K -$3.63K -40 -9%
APP
556
Avantax Planning Partners
Iowa
$37K +$39.2K +432 New
MUS
557
Mitsubishi UFJ Securities
Japan
$37K +$39.9K +440 New
OIA
558
OneDigital Investment Advisors
Kansas
$35K
FRA
559
Front Row Advisors
California
$34K
RWM
560
Raffa Wealth Management
District of Columbia
$34K
CAW
561
Cornerstone Advisors (Washington)
Washington
$32K
PCM
562
Penserra Capital Management
California
$29K +$5.63K +62 +21%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$25K +$1.63K +18 +7%
LFA
564
Legacy Financial Advisors
Kentucky
$25K +$9.08K +100 +52%
GRP
565
Global Retirement Partners
California
$22K -$16.7K -184 -42%
KA
566
Kaizen Advisory
Illinois
$22K
BC
567
Barnett & Company
Tennessee
$21K
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$21K +$22K +242 New
SWP
569
Stratos Wealth Partners
Ohio
$21K +$22.7K +250 New
MYIA
570
Mount Yale Investment Advisors
Colorado
$20K +$21.5K +237 New
WWM
571
Willingdon Wealth Management
North Carolina
$18K
TFS
572
TrustCore Financial Services
Tennessee
$17K +$18.2K +200 New
WDL
573
Well Done LLC
Michigan
$17K +$18.2K +200 New
AP
574
Advisors Preferred
Maryland
$16K -$1.27K -14 -7%
MWM
575
MinichMacGregor Wealth Management
New York
$16K +$4.99K +55 +40%