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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
576
Ten Capital Wealth Advisors
Washington
$31K +$32.3K +614 New
CIA
577
CSat Investment Advisory
Michigan
$28K -$65.8K -1,250 -69%
NFSG
578
Newbridge Financial Services Group
Florida
$27K
NC
579
NewSquare Capital
Pennsylvania
$27K
OIA
580
Optimum Investment Advisors
Illinois
$27K
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$26K
CFO
582
CVA Family Office
Colorado
$25K
CI
583
CX Institutional
Indiana
$25K +$2.32K +44 +10%
PHK
584
Point72 Hong Kong
Hong Kong
$23K +$23.8K +452 New
FHA
585
First Horizon Advisors
Tennessee
$22K
CWA
586
Clearview Wealth Advisors
Oregon
$22K +$22.6K +430 New
APC
587
Aspire Private Capital
North Carolina
$21K
SFSIG
588
San Francisco Sentry Investment Group
California
$21K +$20K +380 +950%
AWG
589
Altus Wealth Group
Colorado
$21K +$22.2K +422 New
PCG
590
Private Capital Group
Connecticut
$20K +$15.2K +288 +240%
HF
591
Halpern Financial
Virginia
$20K +$21.1K +400 New
EARNEST Partners
592
EARNEST Partners
Georgia
$19K
AssetMark Inc
593
AssetMark Inc
California
$18K -$5.26K -100 -22%
CAGAS
594
Capital Advisory Group Advisory Services
Minnesota
$18K
DSC
595
Duncker Streett & Co
Missouri
$18K
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$842 +16 +5%
IAIM
597
International Assets Investment Management
Florida
$18K +$19.2K +364 New
LC
598
Lindbrook Capital
California
$17K
FWM
599
Focused Wealth Management
New York
$17K +$18.4K +350 New
HR
600
Howe & Rusling
New York
$16K -$737 -14 -4%