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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
951
Sun Life Financial
Ontario, Canada
$21K +$1.76K +11 +9%
GWMIA
952
Global Wealth Management Investment Advisory
Florida
$18K -$9.44K -59 -35%
TC
953
Trust Company
Kansas
$18K +$11.5K +72 +176%
EW
954
Evoke Wealth
California
$16.1K +$15.8K +99 New
APC
955
Aspire Private Capital
North Carolina
$16K – – –
EWM
956
Endurance Wealth Management
Rhode Island
$16K – – –
SMG
957
Spectrum Management Group
Indiana
$16K – – –
WPA
958
West Paces Advisors
Georgia
$15.6K – – –
TL
959
TrueWealth LLC
Georgia
$15K – – –
NIM
960
NuWave Investment Management
New Jersey
$14K -$62.9K -393 -81%
RA
961
Rational Advisors
New York
$14K -$20.5K -128 -60%
RFA
962
Reilly Financial Advisors
California
$14K +$5.44K +34 +62%
CFG
963
Citizens Financial Group
Rhode Island
$13K – – –
FGAM
964
Financial Gravity Asset Management
Texas
$13K +$800 +5 +6%
WAM
965
Wolverine Asset Management
Illinois
$13K +$13K +81 New
WAS
966
Winch Advisory Services
Wisconsin
$12K – – –
AIS
967
Accurate Investment Solutions
Pennsylvania
$11K +$160 +1 +1%
SWP
968
Strategic Wealth Partners
Ohio
$8.39K -$1.13M -7,035 -81%
HIM
969
Hillsdale Investment Management
Ontario, Canada
$8K -$512K -3,200 -98%
APSP
970
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
TIM
971
Tortoise Investment Management
New York
$8K +$8K +50 New
CCM
972
Copeland Capital Management
Pennsylvania
$7K – – –
GSWM
973
Golden State Wealth Management
California
$7K – – –
OC
974
Oakworth Capital
Alabama
$7K – – –
Capstone Investment Advisors
975
Capstone Investment Advisors
New York
$7K +$1.44K +9 +26%