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Name Holding Trade Value Shares
Change
Change in
Stake
NFH
326
NEXT Financial Holdings
Texas
$10K +$10.2K +200 New
WT
327
Whittier Trust
California
$9K
SMFS
328
Squar Milner Financial Services
California
$9K +$5.82K +114 +170%
DWM
329
Destination Wealth Management
California
$8K
FGAM
330
Financial Gravity Asset Management
Texas
$8K +$7.65K +150 New
ATC
331
Adirondack Trust Company
New York
$5K
CWM
332
Catamount Wealth Management
Connecticut
$5K
KL
333
KWMG LLC
Kansas
$5K
SBL
334
Sargent Bickham Lagudis
Colorado
$5K
TWA
335
TCI Wealth Advisors
Arizona
$5K
PFPT
336
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K +$4.85K +95 New
IA
337
IFP Advisors
Florida
$4K
SWP
338
Strategic Wealth Partners
Ohio
$4K +$4.08K +80 New
APA
339
American Portfolios Advisors
New York
$3.58K -$114K -2,241 -97%
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$3K -$867 -17 -24%
SWM
341
SeaCrest Wealth Management
New York
$3K +$2.6K +51 New
GEA
342
Glen Eagle Advisors
New Jersey
$2.59K
LWM
343
Liberty Wealth Management
California
$2K
WCG
344
Weaver Consulting Group
California
$2K +$1.79K +35 New
RE
345
RBC Europe
United Kingdom
$1.14K
NL
346
NVWM LLC
Pennsylvania
$1K
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$1K +$102 +2 +8%
PFO
348
Pathstone Family Office
New Jersey
$1K +$663 +13 New
SI
349
Salesforce Inc
California
-$140M -3,481,584 Closed
ALIA
350
Accel London III Associates
California
-$98.2M -2,450,858 Closed