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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
201
Marino Stram & Associates
Massachusetts
$112K +$113K +2,181 New
MPPLM
202
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$111K +$112K +2,150 New
MRCM
203
M&R Capital Management
New Jersey
$102K
II
204
Inspire Investing
Idaho
$100K +$101K +1,943 New
LIA
205
LS Investment Advisors
Michigan
$94K -$17.2K -331 -15%
SWM
206
SeaCrest Wealth Management
New York
$94K +$94.7K +1,825 New
KJWM
207
Kiley Juergens Wealth Management
Washington
$78K +$78.8K +1,520 New
GWM
208
Geneos Wealth Management
Colorado
$61K
PCG
209
Private Capital Group
Connecticut
$55K +$29.1K +561 New
OIA
210
OneDigital Investment Advisors
Kansas
$51K -$68.9K -1,328 -62%
CFA
211
Carroll Financial Associates
North Carolina
$51K
SWA
212
Sutton Wealth Advisors
Florida
$41.1K
DAM
213
Delta Asset Management
Tennessee
$31K
WT
214
Whittier Trust
California
$31K
AssetMark Inc
215
AssetMark Inc
California
$28K +$6.85K +132 +32%
PWM
216
Paulson Wealth Management
Illinois
$27K +$26.7K +515 New
RFC
217
Regions Financial Corp
Alabama
$26K +$26.2K +505 New
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$24K
AF
219
Allworth Financial
California
$24K +$15.6K +301 +176%
CTC
220
Central Trust Company
Missouri
$21K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$21K +$20.7K +399 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$20.6K
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K
VDFA
224
Vickerman & Driscoll Financial Advisors
Washington
$17K +$16.7K +321 New
AOWM
225
Alpha Omega Wealth Management
Virginia
$15K -$5.19K -100 -25%