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Gold Fields

Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
IEQ Capital
California
$474K -$50.2K -1,205 -8%
AOWM
227
Asset One Wealth Management
Washington
$472K +$3K +72 +0.5%
IFG
228
Independent Financial Group
California
$472K +$188K +4,518 +47%
SP
229
SIH Partners
Delaware
$471K +$584K +14,019 New
SC
230
Savant Capital
Illinois
$469K -$50.5K -1,212 -8%
DWM
231
Diversify Wealth Management
Utah
$468K -$2.87M -68,982 -83%
DAS
232
Diversify Advisory Services
Utah
$468K +$593K +14,235 New
GM
233
GeoWealth Management
Illinois
$462K +$91.5K +2,198 +19%
AWM
234
Aprio Wealth Management
Georgia
$455K -$4.16K -100 -0.7%
WG
235
Winton Group
United Kingdom
$440K +$545K +13,100 New
FFA
236
Farther Finance Advisors
California
$437K +$5.83K +140 +1%
DADC
237
D.A. Davidson & Co
Montana
$436K +$36.9K +886 +7%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$433K -$792K -19,033 -60%
S
239
SignatureFD
Georgia
$426K +$3.25K +78 +0.6%
ACM
240
Aquatic Capital Management
Illinois
$416K +$515K +12,374 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$411K -$17.6K -422 -3%
GWMR
242
GC Wealth Management RIA
Massachusetts
$409K +$139K +3,337 +38%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$396K
PCS
244
Personal CFO Solutions
New Jersey
$385K +$3.16K +76 +0.7%
SSG
245
Summit Securities Group
New York
$373K -$175K -4,200 -27%
EI
246
Ethic Inc
New York
$362K -$39.7K -954 -8%
PE
247
PCM Encore
Colorado
$359K +$5.2K +125 +1%
OWA
248
Outlook Wealth Advisors
Texas
$359K -$666 -16 -0.1%
HCM
249
Hollencrest Capital Management
California
$342K
RS
250
Rakuten Securities
Japan
$341K +$70.1K +1,683 +20%