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Evertec

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
201
GPS Wealth Strategies Group
Colorado
$11.2K
GI
202
GAMMA Investing
California
$10.3K +$4.32K +126 +73%
AF
203
Allworth Financial
California
$9.99K -$6.04K -176 -36%
UB
204
UMB Bank
Missouri
$8.32K
GRP
205
Global Retirement Partners
California
$8.29K +$3.33K +97 +68%
YDMI
206
Y.D. More Investments
Israel
$7.67K
PFBT
207
Parkside Financial Bank & Trust
Missouri
$7.18K +$1.92K +56 +37%
SC
208
Solstein Capital
California
$5.46K
T
209
Transce3nd
Texas
$5.21K +$5.18K +151 New
VWM
210
Venturi Wealth Management
Texas
$4.11K
Bessemer Group
211
Bessemer Group
New Jersey
$4K +$3.23K +94 +269%
AssetMark Inc
212
AssetMark Inc
California
$3.94K
CFB
213
Cullen/Frost Bankers
Texas
$3.73K +$721 +21 +24%
AAP
214
Arax Advisory Partners
Colorado
$3.28K
EBA
215
Eagle Bay Advisors
New York
$3K
PSFG
216
Park Square Financial Group
Georgia
$2.97K +$2.95K +86 New
EWA
217
EverSource Wealth Advisors
Alabama
$2.94K +$1.89K +55 +183%
LI
218
LRI Investments
Florida
$2.84K
TCM
219
TD Capital Management
Tennessee
$2.77K +$2.75K +80 New
RIL
220
Rothschild Investment LLC
Illinois
$2.76K +$686 +20 +33%
HNW
221
High Note Wealth
Minnesota
$2.38K +$2.37K +69 New
SPIA
222
Steward Partners Investment Advisory
New York
$2.38K +$2.37K +69 New
SCM
223
Sterling Capital Management
North Carolina
$2.28K
LFA
224
LGT Financial Advisors
Texas
$2.17K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$2.14K +$618 +18 +41%