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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$81K +$48.5K +800 +118%
HNB
627
Huntington National Bank
Ohio
$80K +$19.2K +316 +31%
BCA
628
Berman Capital Advisors
Georgia
$80K +$27.2K +449 +49%
IA
629
IFP Advisors
Florida
$76K -$12.9K -213 -14%
KFI
630
Key Financial Inc
Pennsylvania
$75K +$79.2K +1,306 New
MCA
631
Mercer Capital Advisers
New Jersey
$72K +$73.7K +1,214 New
ICM
632
Islay Capital Management
Texas
$71K -$18.3K -302 -20%
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$68K -$246K -4,052 -78%
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$66K
WQ
635
Wealth Quarterback
New Jersey
$64.4K +$24.1K +398 +58%
OPS
636
Orion Portfolio Solutions
Nebraska
$62K -$1.09K -18 -2%
ME
637
McIlrath & Eck
Washington
$62K
AIM
638
Anchor Investment Management
South Carolina
$56.8K +$58K +956 New
VFA
639
Valeo Financial Advisors
Indiana
$56K +$13.7K +225 +35%
GRP
640
Global Retirement Partners
California
$50K +$3.88K +64 +8%
EWM
641
Endurance Wealth Management
Rhode Island
$50K +$51.3K +845 New
SWA
642
Sutton Wealth Advisors
Florida
$49.8K +$41.6K +686 +451%
CFN
643
Cordasco Financial Network
Florida
$48K
BBHC
644
Brown Brothers Harriman & Co
New York
$47K -$486K -8,011 -91%
SL
645
Savior LLC
Massachusetts
$45K +$15.3K +252 +49%
DWM
646
Darwin Wealth Management
Florida
$45K +$46.1K +760 New
PCG
647
Private Capital Group
Connecticut
$44K +$7.04K +116 +19%
RFA
648
Reilly Financial Advisors
California
$42K
FHA
649
Flagship Harbor Advisors
Massachusetts
$42K +$22.9K +377 +114%
SIAS
650
Shine Investment Advisory Services
Colorado
$38K +$5.83K +96 +17%