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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Cranbrook Wealth Management
Michigan
$61K -$2.93K -17 -5%
WLPWM
627
Walled Lake Planning & Wealth Management
Illinois
$58K +$172 +1 +0.3%
NIM
628
NuWave Investment Management
New Jersey
$58K +$57K +331 New
LAS
629
Lloyd Advisory Services
Georgia
$51K – – –
CI
630
CX Institutional
Indiana
$50K -$7.41K -43 -13%
MC
631
Maverick Capital
Texas
$49K -$65.3K -379 -58%
PA
632
Parallel Advisors
California
$48K +$8.79K +51 +23%
BCA
633
Berman Capital Advisors
Georgia
$47K +$6.72K +39 +17%
FHC
634
First Horizon Corporation
Tennessee
$45K +$172 +1 +0.4%
IP
635
Isthmus Partners
Wisconsin
$45K +$44.8K +260 New
WT
636
Whittier Trust
California
$44K – – –
SIA
637
SkyView Investment Advisors
New Jersey
$41K – – –
WTC
638
WhitTier Trust Company
Nevada
$41K – – –
PO
639
Private Ocean
California
$39K – – –
AssetMark Inc
640
AssetMark Inc
California
$39K +$5K +29 +15%
NSIM
641
North Star Investment Management
Illinois
$38K +$172 +1 +0.5%
BWP
642
Baldwin Wealth Partners
Massachusetts
$35K – – –
BFEC
643
Benjamin F. Edwards & Company
Missouri
$32K – – –
CFN
644
Cordasco Financial Network
Florida
$32K – – –
ETC
645
Exchange Traded Concepts
Oklahoma
$32K +$31.4K +182 New
CDIA
646
Capital Directions Investment Advisors
Georgia
$31K +$30.1K +175 New
FCA
647
FinTrust Capital Advisors
South Carolina
$30K – – –
BEI
648
Benjamin Edwards Inc
Missouri
$29K +$28.4K +165 New
FFC
649
First Financial Corp
Indiana
$28K – – –
PB
650
Pinnacle Bancorp
Nebraska
$27K – – –