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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
351
Capital Investment Advisory Services
North Carolina
$85K +$93.2K +423 New
RCAG
352
Rehmann Capital Advisory Group
Michigan
$81.7K -$18.3K -83 -17%
Toronto Dominion Bank
353
Toronto Dominion Bank
Ontario, Canada
$79K
LWM
354
Liberty Wealth Management
California
$68K +$75.1K +341 New
ASN
355
Advisory Services Network
Georgia
$58K
CWA
356
Clarus Wealth Advisors
Arizona
$57K +$220 +1 +0.4%
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$52.7K +$3.59M +16,299 +7%
MNBTD
358
Moody National Bank Trust Division
Texas
$48K +$52.4K +238 New
CAL
359
Capital Advisors Ltd
Ohio
$47K
RTC
360
Riverview Trust Company
Washington
$47K +$51.3K +233 New
QT
361
Quantamental Technologies
New York
$45K +$49.1K +223 New
HFM
362
Harvest Fund Management
China
$45K +$49.8K +226 New
SWM
363
SeaCrest Wealth Management
New York
$43K +$26.2K +119 +123%
SIAS
364
Shine Investment Advisory Services
Colorado
$41K
DWA
365
Dougherty Wealth Advisers
Minnesota
$41K +$40.5K +184 New
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40K
Fuller & Thaler Asset Management
367
Fuller & Thaler Asset Management
California
$40K
TCOV
368
Trust Company of Vermont
Vermont
$40K
GRP
369
Global Retirement Partners
California
$40K +$23.3K +106 +114%
AssetMark Inc
370
AssetMark Inc
California
$39K +$42.7K +194 New
PCG
371
Private Capital Group
Connecticut
$36K
PA
372
Parallel Advisors
California
$36K +$3.52K +16 +10%
FHA
373
First Horizon Advisors
Tennessee
$33K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$32K +$16.7K +76 +88%
SGAM
375
Smith Group Asset Management
Texas
$30K