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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
176
Total Clarity Wealth Management
Illinois
$51K +$21.7K +440 +85%
JWM
177
Janiczek Wealth Management
Colorado
$46K -$5.77K -117 -12%
AssetMark Inc
178
AssetMark Inc
California
$46K -$1.63K -33 -4%
ZB
179
Zions Bancorporation
Utah
$42K +$690 +14 +2%
PCG
180
Private Capital Group
Connecticut
$39K -$99 -2 -0.3%
UB
181
UMB Bank
Missouri
$35K +$32.4K +656 New
GWS
182
Glassman Wealth Services
Virginia
$34K +$12.7K +257 +65%
HR
183
Howe & Rusling
New York
$30K -$3.16K -64 -10%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$395 -8 -1%
PMFA
185
Plante Moran Financial Advisors
Michigan
$27K
SFO
186
Standard Family Office
South Dakota
$27K +$25.2K +510 New
EWA
187
EverSource Wealth Advisors
Alabama
$27K +$25.4K +514 New
WT
188
Washington Trust
Rhode Island
$26K
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$26K +$24.6K +498 New
KFP
190
KB Financial Partners
New Jersey
$25K +$23.5K +476 New
FRA
191
Front Row Advisors
California
$24K -$247 -5 -1%
HIA
192
Harbor Investment Advisory
Maryland
$23K
WTC
193
WhitTier Trust Company
Nevada
$22K +$13.4K +272 +197%
IA
194
IFP Advisors
Florida
$21K +$1.43K +29 +8%
JWA
195
JFS Wealth Advisors
Pennsylvania
$20K -$5.08K -103 -21%
WT
196
Whittier Trust
California
$20K
CA
197
Clearstead Advisors
Ohio
$19K
ST
198
Smithfield Trust
Pennsylvania
$19K
NFG
199
Next Financial Group
Texas
$18K +$1.18K +24 +7%
CFO
200
CVA Family Office
Colorado
$17K +$15.7K +319 New