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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
901
Carroll Financial Associates
North Carolina
$72K -$180K -2,512 -71%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$72K +$5.3K +74 +8%
CM
903
Capula Management
Cayman Islands
$71K -$179K -2,500 -71%
SIC
904
Salem Investment Counselors
North Carolina
$71K – – –
BWP
905
Baldwin Wealth Partners
Massachusetts
$70K – – –
CPA
906
Cowen Prime Advisors
New York
$70K – – –
FGAM
907
Financial Gravity Asset Management
Texas
$70K – – –
NSIM
908
North Star Investment Management
Illinois
$70K – – –
JCM
909
Jacobi Capital Management
Pennsylvania
$70K +$72 +1 +0.1%
CPC
910
Consolidated Planning Corp
Georgia
$70K +$71.7K +1,000 New
ODG
911
O'Dell Group
Ohio
$70K +$71.9K +1,003 New
SWA
912
Sutton Wealth Advisors
Florida
$69.4K +$430 +6 +0.6%
FRA
913
Front Row Advisors
California
$68K – – –
HWA
914
Heritage Wealth Advisors
Virginia
$67.9K -$1.07K -15 -2%
NO
915
Ninety One
South Africa
$67K -$2.11M -29,468 -97%
PK
916
Pflug Koory
Nebraska
$66K – – –
LC
917
Lindbrook Capital
California
$66K +$2.01K +28 +3%
MA
918
MCF Advisors
Kentucky
$65K +$1.29K +18 +2%
EW
919
Evoke Wealth
California
$63K -$3.65K -51 -5%
RWM
920
Raffa Wealth Management
District of Columbia
$62.2K +$358 +5 +0.6%
EBA
921
Eagle Bay Advisors
New York
$62K +$44.1K +616 +214%
AWM
922
AllSquare Wealth Management
New York
$60K – – –
GKWIM
923
Gerber Kawasaki Wealth & Investment Management
California
$60K +$61.9K +864 New
WLPWM
924
Walled Lake Planning & Wealth Management
Illinois
$58K +$143 +2 +0.2%
GRP
925
Global Retirement Partners
California
$57K -$49.7K -693 -46%
35 36
37
38 39