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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$1.8K
MG
202
Mather Group
Illinois
$1.52K -$892 -51 -37%
RIL
203
Rothschild Investment LLC
Illinois
$1.47K +$175 +10 +13%
FFO
204
Fortitude Family Office
Arizona
$1.37K
CFB
205
Cullen/Frost Bankers
Texas
$1.14K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$1.11K +$1.12K +64 New
HWM
207
Hemington Wealth Management
Virginia
$1K
MCM
208
MAI Capital Management
Ohio
$971 +$979 +56 New
BTI
209
Blue Trust Inc
Georgia
$918 -$4.16K -238 -82%
BGAI
210
Bruce G. Allen Investments
Colorado
$901 +$262 +15 +41%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$832
PA
212
Parallel Advisors
California
$555
LIS
213
Legacy Investment Solutions
Idaho
$518 +$297 +17 +131%
LWMI
214
Legacy Wealth Management (Idaho)
Idaho
$518 +$297 +17 +131%
CA
215
Continuum Advisory
Idaho
$503
CA
216
CoreCap Advisors
Michigan
$468 +$472 +27 New
DWM
217
Darwin Wealth Management
Florida
$450
AAP
218
Arax Advisory Partners
Colorado
$434
GM
219
GeoWealth Management
Illinois
$416 +$420 +24 New
LC
220
Lindbrook Capital
California
$381 -$822 -47 -68%
WCM
221
WealthTrak Capital Management
Virginia
$347 +$350 +20 New
HNB
222
Huntington National Bank
Ohio
$243 -$420 -24 -63%
S
223
Sachetta
Massachusetts
$226
IA
224
IFP Advisors
Florida
$225
AWM
225
Abound Wealth Management
Tennessee
$191