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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$34K
LC
227
Lindbrook Capital
California
$33K +$5.54K +71 +21%
ZB
228
Zions Bancorporation
Utah
$29K
HGWM
229
Harvest Group Wealth Management
Massachusetts
$27K
MA
230
MUFG Americas
New York
$24K
EWM
231
Endurance Wealth Management
Rhode Island
$24K +$23.4K +300 New
AssetMark Inc
232
AssetMark Inc
California
$23K +$19.3K +248 +517%
PCG
233
Private Capital Group
Connecticut
$21K -$2.5K -32 -11%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$21K
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
HPC
236
HM Payson & Co
Maine
$15K
FANJ
237
Financial Architects (New Jersey)
New Jersey
$13K
BGIM
238
Brandywine Global Investment Management
Pennsylvania
$11K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$10K -$64.3K -825 -87%
AF
240
Allworth Financial
California
$10K
BWM
241
BerganKDV Wealth Management
Minnesota
$9K
GT
242
Glenmede Trust
Pennsylvania
$9K +$9.28K +119 New
PMFA
243
Plante Moran Financial Advisors
Michigan
$8K
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$8K +$7.95K +102 New
GRP
245
Global Retirement Partners
California
$7K +$7.33K +94 New
BCA
246
Berman Capital Advisors
Georgia
$6K
VFA
247
Valeo Financial Advisors
Indiana
$6K
BL
248
Balentine LLC
Georgia
$5K
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$5K +$4.83K +62 New
ASN
250
Advisory Services Network
Georgia
$3K