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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
151
Janiczek Wealth Management
Colorado
$58K +$43.4K +1,115 +291%
TCWM
152
Total Clarity Wealth Management
Illinois
$47K +$52K +1,336 New
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$46K
WPWM
154
Western Pacific Wealth Management
Illinois
$41K
HNB
155
Huntington National Bank
Ohio
$38K -$10.4K -267 -20%
FHA
156
First Horizon Advisors
Tennessee
$38K -$5.13K -132 -11%
VVP
157
Venture Visionary Partners
Ohio
$37.4K +$41.7K +1,073 New
HIA
158
Harbor Investment Advisory
Maryland
$34K -$10.3K -266 -21%
SWM
159
Spire Wealth Management
Virginia
$33K -$2.02K -52 -5%
Macquarie Group
160
Macquarie Group
Australia
$30K -$14.8K -380 -31%
AssetMark Inc
161
AssetMark Inc
California
$29K
ZB
162
Zions Bancorporation
Utah
$27K -$39 -1 -0.1%
TRCT
163
Tower Research Capital (TRC)
New York
$24K -$330K -8,480 -93%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$23K +$2.76K +71 +12%
KFP
165
KB Financial Partners
New Jersey
$22K +$5.49K +141 +28%
FPS
166
Fieldpoint Private Securities
Connecticut
$18K -$8.99K -231 -31%
PCG
167
Private Capital Group
Connecticut
$18K -$8.83K -227 -31%
GWS
168
Glassman Wealth Services
Virginia
$18K -$467 -12 -2%
PMFA
169
Plante Moran Financial Advisors
Michigan
$18K
HR
170
Howe & Rusling
New York
$17K
WT
171
Washington Trust
Rhode Island
$17K
FRA
172
Front Row Advisors
California
$17K +$1.13K +29 +6%
Bessemer Group
173
Bessemer Group
New Jersey
$16K -$17.8K -458 -51%
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$2.61K -67 -14%
GRP
175
Global Retirement Partners
California
$15K -$1.71K -44 -10%