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Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
501
GPS Wealth Strategies Group
Colorado
$10K +$10.5K +50 New
CMBA
502
C.M. Bidwell & Associates
Hawaii
$9K – – –
MUMSS
503
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$4.2K -20 -33%
BC
504
Burleson & Co
California
$8K – – –
TWA
505
TCI Wealth Advisors
Arizona
$8K – – –
PWP
506
Pursue Wealth Partners
California
$7.49K +$7.34K +35 New
HNB
507
Huntington National Bank
Ohio
$7K -$1.05K -5 -13%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
FHA
509
First Horizon Advisors
Tennessee
$7K +$2.1K +10 +45%
T
510
TCWP
Ohio
$7K +$7.14K +34 New
SP
511
SWS Partners
Ohio
$7K +$7.34K +35 New
EARNEST Partners
512
EARNEST Partners
Georgia
$6K – – –
SWM
513
Sugarloaf Wealth Management
Georgia
$6K – – –
JWA
514
JFS Wealth Advisors
Pennsylvania
$6K +$3.78K +18 +150%
CCA
515
Column Capital Advisors
Indiana
$5K -$1.26K -6 -21%
SSG
516
Summit Securities Group
New York
$5K +$5.25K +25 New
Jones Financial Companies
517
Jones Financial Companies
Missouri
$4K -$1.47K -7 -25%
FPS
518
Fieldpoint Private Securities
Connecticut
$4K – – –
SC
519
Sierra Capital
Florida
$4K – – –
GKIM
520
GW&K Investment Management
Massachusetts
$4K +$3.57K +17 New
CI
521
Cordant Inc
Oregon
$4K +$3.78K +18 New
AF
522
Advisornet Financial
Minnesota
$3K -$630 -3 -16%
AssetMark Inc
523
AssetMark Inc
California
$3K – – –
RA
524
Rise Advisors
New York
$3K – – –
RWM
525
Raffa Wealth Management
District of Columbia
$2.92K +$630 +3 +27%