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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
301
Squar Milner Financial Services
California
$9K – – –
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
FA
303
Fortis Advisors
Pennsylvania
$8K – – –
LA
304
Legacy Advisors
Pennsylvania
$8K +$8.22K +41 New
CFGS
305
Concourse Financial Group Securities
Alabama
$8K +$8.42K +42 New
HMS
306
Hanseatic Management Services
New Mexico
$7K – – –
KL
307
KWMG LLC
Kansas
$7K – – –
TJHA
308
Thomas J. Herzfeld Advisors
Florida
$6K -$2.61K -13 -30%
WEC
309
Winslow Evans & Crocker
Massachusetts
$6K – – –
WSTAM
310
Wilbanks Smith & Thomas Asset Management
Virginia
$6K +$6.22K +31 New
BL
311
Balentine LLC
Georgia
$6K +$6.82K +34 New
BAM
312
Barrett Asset Management
New York
$5K – – –
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
KF
314
Krilogy Financial
Missouri
$5K +$5.61K +28 New
SPIA
315
Steward Partners Investment Advisory
New York
$4K -$2.21K -11 -33%
SA
316
SRH Advisors
Kansas
$4K – – –
TIM
317
Tortoise Investment Management
New York
$4K – – –
TC
318
Trilogy Capital
California
$4K – – –
PHK
319
Point72 Hong Kong
Hong Kong
$4K +$4.01K +20 New
AF
320
Allworth Financial
California
$3K -$1.8K -9 -36%
MCM
321
Monument Capital Management
Virginia
$3K +$3.61K +18 New
OBWP
322
O'Brien Wealth Partners
Massachusetts
$3K +$3.61K +18 New
LWA
323
Lenox Wealth Advisors
New York
$2K -$18K -90 -89%
OWA
324
One Wealth Advisors
California
$2K – – –
SFG
325
SevenBridge Financial Group
Pennsylvania
$2K – – –