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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
601
Institute for Wealth Management
Colorado
$200K -$367 -3 -0.2%
SPIA
602
Steward Partners Investment Advisory
New York
$200K +$977 +8 +0.4%
AIM
603
Anchor Investment Management
South Carolina
$197K
DMBA
604
Deseret Mutual Benefit Administrators
Utah
$192K +$66.1K +541 +45%
HIIFS
605
Harel Insurance Investments & Financial Services
Israel
$190K +$213K +1,741 New
AIP
606
Ameritas Investment Partners
Nebraska
$186K
IA
607
IFP Advisors
Florida
$185K -$6.47K -53 -3%
HFS
608
Hantz Financial Services
Michigan
$172K +$20.3K +166 +12%
CW
609
CrossGen Wealth
North Carolina
$171K
AAP
610
Arax Advisory Partners
Colorado
$163K +$144K +1,176 +377%
PTC
611
Private Trust Company
Ohio
$160K +$1.47K +12 +0.8%
Northwestern Mutual Wealth Management
612
Northwestern Mutual Wealth Management
Wisconsin
$157K +$90.3K +739 +106%
PWA
613
Provenance Wealth Advisors
Florida
$156K +$174K +1,424 New
HI
614
Harbour Investments
Wisconsin
$154K +$136K +1,112 +374%
GWM
615
Geneos Wealth Management
Colorado
$148K -$27.5K -225 -14%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$145K -$14.4K -118 -8%
LI
617
LRI Investments
Florida
$140K -$5.74K -47 -4%
OP
618
Oslo Pensjonsforsikring
$137K +$152K +1,247 New
EWM
619
Evermay Wealth Management
Virginia
$121K
PAG
620
Paladin Advisory Group
Iowa
$117K
MCM
621
MV Capital Management
Maryland
$114K +$114K +933 +897%
SSG
622
Summit Securities Group
New York
$113K -$30.8K -252 -20%
RFP
623
Root Financial Partners
California
$108K +$72.8K +596 +152%
AssetMark Inc
624
AssetMark Inc
California
$108K +$122 +1 +0.1%
SAM
625
S.A. Mason
Michigan
$105K +$733 +6 +0.6%