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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
401
Realta Investment Advisors
Delaware
$21K +$20.6K +408 New
CAC
402
Certified Advisory Corp
Florida
$21K +$21.3K +423 New
GAM
403
Gemmer Asset Management
California
$20K
SWP
404
Strategic Wealth Partners
Ohio
$17K
1832 Asset Management
405
1832 Asset Management
Ontario, Canada
$15K
CAGAS
406
Capital Advisory Group Advisory Services
Minnesota
$15K
FANJ
407
Financial Architects (New Jersey)
New Jersey
$15K
TFS
408
TrustCore Financial Services
Tennessee
$15K +$15.1K +300 New
AC
409
Avestar Capital
New York
$14K
HGWM
410
Harvest Group Wealth Management
Massachusetts
$14K
EWM
411
Executive Wealth Management
Michigan
$13K +$50 +1 +0.4%
PCG
412
Private Capital Group
Connecticut
$11K -$8.52K -169 -40%
LF
413
Lee Financial
Texas
$11K
PCP
414
Proficio Capital Partners
Massachusetts
$11K
QCG
415
Quadrant Capital Group
Ohio
$11K
CIAS
416
Capital Investment Advisory Services
North Carolina
$11K +$10.6K +210 New
CFN
417
Cordasco Financial Network
Florida
$10K +$10.4K +207 New
SFG
418
SevenBridge Financial Group
Pennsylvania
$9K
SIAS
419
Shine Investment Advisory Services
Colorado
$9K
FCA
420
FinTrust Capital Advisors
South Carolina
$8K
CFB
421
Cullen/Frost Bankers
Texas
$8K +$7.71K +153 New
CI
422
CX Institutional
Indiana
$7K -$136K -2,707 -95%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$7K
FPFS
424
First Personal Financial Services
North Carolina
$7K
CFA
425
Carroll Financial Associates
North Carolina
$7K +$7.36K +146 New