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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$29K +$29.9K +740 +1,233%
SIAG
202
Safeguard Investment Advisory Group
California
$19K +$20.2K +500 New
ADIM
203
Alpha DNA Investment Management
Maryland
$18K +$18.7K +464 New
VCG
204
Vantage Consulting Group
Virginia
$18K +$18.9K +469 New
FHA
205
First Horizon Advisors
Tennessee
$17K +$6.18K +153 +54%
CTC
206
Central Trust Company
Missouri
$15K -$26.7K -662 -63%
LFG
207
Larson Financial Group
Missouri
$12K
ASN
208
Advisory Services Network
Georgia
$9K +$9.2K +228 New
SFS
209
Sowell Financial Services
Arkansas
$8K
PFO
210
Pathstone Family Office
New Jersey
$7K +$7.02K +174 New
ZB
211
Zions Bancorporation
Utah
$6K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$6K +$6.66K +165 New
MAM
213
Meeder Asset Management
Ohio
$5K
BAM
214
Bellevue Asset Management
Washington
$4K +$807 +20 +24%
EW
215
Evoke Wealth
California
$3K
PCG
216
Private Capital Group
Connecticut
$2K -$121 -3 -7%
IFAM
217
Institutional & Family Asset Management
Colorado
$2K -$81 -2 -3%
PA
218
Parallel Advisors
California
$2K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$2K +$1.45K +36 +150%
CWP
220
Concord Wealth Partners
Virginia
$2K +$2.26K +56 New
ICP
221
Interchange Capital Partners
Pennsylvania
$2K +$2.79K +69 New
BCA
222
Berman Capital Advisors
Georgia
$1K
Lord, Abbett & Co
223
Lord, Abbett & Co
New Jersey
-$30.5M -774,999 Closed
Select Equity Group
224
Select Equity Group
New York
-$20.9M -531,266 Closed
Westfield Capital Management
225
Westfield Capital Management
Massachusetts
-$19.1M -486,069 Closed