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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$22K +$7.52K +164 +50%
BWP
377
Baldwin Wealth Partners
Massachusetts
$20K – – –
IWP
378
Icon Wealth Partners
Texas
$19K +$19.7K +429 New
GAM
379
Gemmer Asset Management
California
$18K – – –
SWM
380
SeaCrest Wealth Management
New York
$18K +$16.2K +354 +1,073%
LF
381
Lee Financial
Texas
$16K – – –
PCG
382
Private Capital Group
Connecticut
$15K – – –
QCG
383
Quadrant Capital Group
Ohio
$15K – – –
KJWM
384
Kiley Juergens Wealth Management
Washington
$15K +$15.8K +345 New
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$14K -$48.8K -1,065 -78%
OWA
386
One Wealth Advisors
California
$14K -$92 -2 -0.7%
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
FANJ
388
Financial Architects (New Jersey)
New Jersey
$14K – – –
AC
389
Avestar Capital
New York
$13K – – –
HNB
390
Huntington National Bank
Ohio
$12K +$5.5K +120 +87%
PCP
391
Proficio Capital Partners
Massachusetts
$10K – – –
AssetMark Inc
392
AssetMark Inc
California
$10K +$46 +1 +0.4%
SPIA
393
Steward Partners Investment Advisory
New York
$10K +$3.44K +75 +56%
OIA
394
Optimum Investment Advisors
Illinois
$9K – – –
CTC
395
Central Trust Company
Missouri
$9K +$8.71K +190 New
SFG
396
SevenBridge Financial Group
Pennsylvania
$8K – – –
SIAS
397
Shine Investment Advisory Services
Colorado
$8K – – –
JA
398
JOYN Advisors
Georgia
$8K +$4.4K +96 +119%
CMBA
399
C.M. Bidwell & Associates
Hawaii
$7K – – –
FPFS
400
First Personal Financial Services
North Carolina
$6K – – –