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Name Holding Trade Value Shares
Change
Change in
Stake
KF
951
Krilogy Financial
Missouri
$133K +$33.2K +107 +28%
BFC
952
Bedel Financial Consulting
Indiana
$131K +$149K +479 New
FWM
953
Focused Wealth Management
New York
$130K
MOS
954
MGO One Seven
Ohio
$129K -$11.8K -38 -7%
PG
955
Patten Group
Tennessee
$129K
ADL
956
Asset Dedication LLC
California
$118K
AOWM
957
Alpha Omega Wealth Management
Virginia
$116K
AssetMark Inc
958
AssetMark Inc
California
$114K -$2.46M -7,922 -95%
FIB
959
First Interstate Bank
Montana
$114K -$3.1K -10 -2%
EA
960
Edge Advisors
Georgia
$114K +$54K +174 +71%
BWP
961
Baldwin Wealth Partners
Massachusetts
$110K
HIIFS
962
Harel Insurance Investments & Financial Services
Israel
$110K
MCWS
963
McKinley Carter Wealth Services
West Virginia
$110K +$124K +400 New
CIP
964
Convergence Investment Partners
Florida
$110K +$124K +401 New
FPFS
965
First Personal Financial Services
North Carolina
$109K -$2.79K -9 -2%
ABA
966
American Beacon Advisors
Texas
$109K +$11.8K +38 +11%
TSW
967
Thompson Siegel & Walmsley
Virginia
$108K -$41K -132 -25%
CAC
968
Certified Advisory Corp
Florida
$108K +$101K +325 +445%
PSC
969
Prentiss Smith & Co
Vermont
$105K
PHK
970
Point72 Hong Kong
Hong Kong
$105K +$119K +383 New
JA
971
JOYN Advisors
Georgia
$103K +$116K +375 New
QCG
972
Quadrant Capital Group
Ohio
$99K -$4.97K -16 -4%
CFG
973
Citizens Financial Group
Rhode Island
$98K +$39.7K +128 +55%
BFEC
974
Benjamin F. Edwards & Company
Missouri
$97K -$59.9K -193 -35%
PCTC
975
Perkins Coie Trust Company
Washington
$96K -$15.5K -50 -13%