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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$79K -$1.93K -42 -2%
GWM
352
Geneos Wealth Management
Colorado
$67K
TG
353
TLP Group
Illinois
$63K -$143K -3,111 -69%
CPIG
354
Chicago Partners Investment Group
Illinois
$63K
1IA
355
1834 Investment Advisors
Wisconsin
$61K
Twin Tree Management
356
Twin Tree Management
Texas
$60K +$34.7K +757 +133%
GFP
357
Gryphon Financial Partners
Ohio
$57K -$825 -18 -1%
TFA
358
Transamerica Financial Advisors
Florida
$49K +$48.9K +1,066 New
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$47K +$138 +3 +0.3%
CAW
360
Cornerstone Advisors (Washington)
Washington
$42K +$1.6K +35 +4%
MMG
361
Monetary Management Group
Missouri
$41K
PGWM
362
Parisi Gray Wealth Management
New Jersey
$40K
Bessemer Group
363
Bessemer Group
New Jersey
$39K
EWM
364
Endurance Wealth Management
Rhode Island
$39K
EA
365
Edge Advisors
Georgia
$37K
RCAG
366
Rehmann Capital Advisory Group
Michigan
$36.4K +$4.26K +93 +13%
TL
367
TrueWealth LLC
Georgia
$33K
NIT
368
NumerixS Investment Technologies
British Columbia, Canada
$32K +$32.1K +700 New
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
SMG
370
Spectrum Management Group
Indiana
$27K
MFW
371
Mosaic Family Wealth
Missouri
$26K +$11K +239 +72%
LNB
372
Ledyard National Bank
$25K
PA
373
Parallel Advisors
California
$24K -$1.24K -27 -5%
FHA
374
First Horizon Advisors
Tennessee
$24K -$413 -9 -2%
WAM
375
Wealthspire Advisors (Maryland)
Maryland
$22K +$7.52K +164 +50%