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Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$60K – – –
JWM
152
Janiczek Wealth Management
Colorado
$58K +$43.4K +1,115 +291%
TCWM
153
Total Clarity Wealth Management
Illinois
$47K +$52K +1,336 New
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$46K – – –
WPWM
155
Western Pacific Wealth Management
Illinois
$41K – – –
HNB
156
Huntington National Bank
Ohio
$38K -$10.4K -267 -20%
FHA
157
First Horizon Advisors
Tennessee
$38K -$5.13K -132 -11%
VVP
158
Venture Visionary Partners
Ohio
$37.4K +$41.7K +1,073 New
HIA
159
Harbor Investment Advisory
Maryland
$34K -$10.3K -266 -21%
SWM
160
Spire Wealth Management
Virginia
$33K -$2.02K -52 -5%
Macquarie Group
161
Macquarie Group
Australia
$30K -$14.8K -380 -31%
AssetMark Inc
162
AssetMark Inc
California
$29K – – –
ZB
163
Zions Bancorporation
Utah
$27K -$39 -1 -0.1%
TRCT
164
Tower Research Capital (TRC)
New York
$24K -$330K -8,480 -93%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$23K +$2.76K +71 +12%
KFP
166
KB Financial Partners
New Jersey
$22K +$5.49K +141 +28%
FPS
167
Fieldpoint Private Securities
Connecticut
$18K -$8.99K -231 -31%
PCG
168
Private Capital Group
Connecticut
$18K -$8.83K -227 -31%
GWS
169
Glassman Wealth Services
Virginia
$18K -$467 -12 -2%
PMFA
170
Plante Moran Financial Advisors
Michigan
$18K – – –
HR
171
Howe & Rusling
New York
$17K – – –
WT
172
Washington Trust
Rhode Island
$17K – – –
FRA
173
Front Row Advisors
California
$17K +$1.13K +29 +6%
Bessemer Group
174
Bessemer Group
New Jersey
$16K -$17.8K -458 -51%
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$2.61K -67 -14%