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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
401
Baldwin Wealth Partners
Massachusetts
$37K
FC
402
Ferris Capital
Massachusetts
$36K +$36K +799 New
PFPT
403
Pinnacle Financial Partners (Tennessee)
Tennessee
$30K +$29.5K +655 New
RIA
404
RPG Investment Advisory
California
$30K +$29.7K +660 New
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$30.3K +673 New
NFG
406
Next Financial Group
Texas
$29K
NA
407
NewEdge Advisors
Louisiana
$28.9K +$29K +643 New
ASN
408
Advisory Services Network
Georgia
$28K -$6.81K -151 -20%
RWA
409
Ropes Wealth Advisors
Massachusetts
$28K
ZB
410
Zions Bancorporation
Utah
$28K +$1.4K +31 +5%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$27K
GRP
412
Global Retirement Partners
California
$27K
MIP
413
Mondrian Investment Partners
United Kingdom
$27K +$180 +4 +0.9%
CFG
414
Citizens Financial Group
Rhode Island
$23K -$3.92K -87 -15%
YWP
415
YorkBridge Wealth Partners
New York
$23K
MCIA
416
Mountain Capital Investment Advisors
Colorado
$23K +$22.5K +500 New
DBT
417
Dubuque Bank & Trust
Iowa
$21K
AssetMark Inc
418
AssetMark Inc
California
$20K +$2.21K +49 +12%
FMTCOCP
419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
TF
420
Tompkins Financial
New York
$14K
M
421
MOTCO
Texas
$13K
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$12.5K +$12.5K +278 New
QCG
423
Quadrant Capital Group
Ohio
$12K +$3.11K +69 +15%
Parallax Volatility Advisers
424
Parallax Volatility Advisers
California
$12K +$12K +267 New
WEC
425
Winslow Evans & Crocker
Massachusetts
$10.9K