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Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
201
Kiley Juergens Wealth Management
Washington
$80K +$80K +1,532 New
GWM
202
Geneos Wealth Management
Colorado
$63K
BWM
203
BerganKDV Wealth Management
Minnesota
$53K +$52.2K +1,000 New
CFA
204
Carroll Financial Associates
North Carolina
$52K
PHK
205
Point72 Hong Kong
Hong Kong
$50K +$49.3K +944 New
NIT
206
NumerixS Investment Technologies
British Columbia, Canada
$47K +$47K +900 New
SWA
207
Sutton Wealth Advisors
Florida
$42.1K
WA
208
WP Advisors
California
$33K +$32.6K +624 New
DAM
209
Delta Asset Management
Tennessee
$32K
WT
210
Whittier Trust
California
$32K
RFM
211
Royal Fund Management
Florida
$30K -$15.7K -300 -34%
RFC
212
Regions Financial Corp
Alabama
$29K +$2.25K +43 +9%
SEI Investments
213
SEI Investments
Pennsylvania
$28K -$2.49M -47,617 -99%
CF
214
Centaurus Financial
California
$27K +$26.6K +509 New
AF
215
Allworth Financial
California
$25K +$52 +1 +0.2%
AssetMark Inc
216
AssetMark Inc
California
$22K -$3.08K -59 -12%
CTC
217
Central Trust Company
Missouri
$21K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.5K
VDFA
219
Vickerman & Driscoll Financial Advisors
Washington
$17K
MYIA
220
Mount Yale Investment Advisors
Colorado
$17K +$16.4K +314 +1,963%
AOWM
221
Alpha Omega Wealth Management
Virginia
$16K
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
$16K +$1.1K +21 +8%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$15K
PO
224
Private Ocean
California
$14K
OIA
225
OneDigital Investment Advisors
Kansas
$11K -$10.4K -200 -48%