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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Smartleaf Asset Management
Massachusetts
$12K +$10.7K +23 +2,300%
GWM
527
Geneos Wealth Management
Colorado
$11.6K +$10.7K +23 New
WB
528
Webster Bank
Connecticut
$10.6K
CFD
529
Creative Financial Designs
Indiana
$10.1K -$2.78K -6 -23%
CAS
530
Coppell Advisory Solutions
Texas
$10K -$8.34K -18 -47%
BF
531
BOK Financial
Oklahoma
$8.71K +$7.87K +17 New
ME
532
McIlrath & Eck
Washington
$8.58K
EWA
533
EverSource Wealth Advisors
Alabama
$8.58K +$1.39K +3 +21%
WT
534
Whittier Trust
California
$8.07K
AssetMark Inc
535
AssetMark Inc
California
$7.06K +$926 +2 +17%
PWMG
536
Prestige Wealth Management Group
New Jersey
$6.56K
CFB
537
Cullen/Frost Bankers
Texas
$6.56K
CA
538
Crewe Advisors
Utah
$5.55K +$5.09K +11 New
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$4.54K
WPA
540
West Paces Advisors
Georgia
$4.54K
SIC
541
SJS Investment Consulting
Ohio
$4.04K
LFA
542
LGT Financial Advisors
Texas
$3.53K
TC
543
Trust Company
Kansas
$3.53K +$3.24K +7 New
MA
544
Montag & Associates
Georgia
$3.1K
DPW
545
DiNuzzo Private Wealth
Pennsylvania
$3.03K
TIM
546
Tortoise Investment Management
New York
$3.03K -$463 -1 -14%
SC
547
Solstein Capital
California
$3.03K
HFS
548
Hantz Financial Services
Michigan
$3K
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.52K
PWMG
550
Private Wealth Management Group
New Jersey
$2.52K