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Name Holding Trade Value Shares
Change
Change in
Stake
EW
601
Evoke Wealth
California
$15K +$2.78K +14 +23%
GWS
602
Glassman Wealth Services
Virginia
$15K +$3.78K +19 +37%
CWM
603
Cranbrook Wealth Management
Michigan
$14K – – –
PFS
604
Prospera Financial Services
Texas
$14K +$13.9K +70 New
GI
605
Gradient Investments
Minnesota
$13K -$1.79K -9 -13%
CWM
606
Curi Wealth Management
North Carolina
$13K – – –
RDIA
607
RE Dickinson Investment Advisors
Iowa
$13K – – –
TSW
608
Thompson Siegel & Walmsley
Virginia
$13K – – –
NIC
609
Northwest Investment Counselors
Oregon
$13K +$1.59K +8 +15%
EARNEST Partners
610
EARNEST Partners
Georgia
$12K – – –
JFA
611
JNBA Financial Advisors
Minnesota
$11K – – –
VRM
612
Vectors Research Management
New York
$11K +$9.94K +50 +1,250%
SSG
613
Summit Securities Group
New York
$11K +$10.9K +55 New
MCM
614
MV Capital Management
Maryland
$10K -$398 -2 -4%
EA
615
Evolution Advisers
Virginia
$10K – – –
GEA
616
Glen Eagle Advisors
New Jersey
$9.87K – – –
DWA
617
Delos Wealth Advisors
Texas
$9K – – –
VCM
618
Vigilant Capital Management
Maine
$9K – – –
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$8K -$199 -1 -3%
T
620
TCWP
Ohio
$8K +$8.15K +41 New
ANBT
621
American National Bank & Trust
Texas
$7K +$6.56K +33 New
HCP
622
Hexagon Capital Partners
Arkansas
$7K +$6.96K +35 New
GRP
623
Global Retirement Partners
California
$7K +$7.95K +40 New
RWM
624
Raffa Wealth Management
District of Columbia
$6.17K +$795 +4 +15%
AS
625
Altshuler Shaham
Israel
$6K -$1.59K -8 -22%