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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
526
Jacobi Capital Management
Pennsylvania
$56K
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$50K +$4.13K +44 +9%
BTIS
528
BB&T Investment Services
North Carolina
$50K +$42.3K +451 +205%
FGC
529
Financial Gravity Companies
Texas
$50K +$49.8K +531 New
SP
530
SWS Partners
Ohio
$50K +$51.1K +545 New
FPFS
531
First Personal Financial Services
North Carolina
$49K +$5.63K +60 +13%
PCA
532
Peddock Capital Advisors
Massachusetts
$48K
AAP
533
Arax Advisory Partners
Colorado
$46K -$375 -4 -0.8%
AWMS
534
Advocacy Wealth Management Services
Georgia
$45K
EFSCE
535
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
PA
536
Parallel Advisors
California
$40K -$4.32K -46 -9%
EA
537
Edge Advisors
Georgia
$39K +$1.22K +13 +3%
PA
538
Perennial Advisors
New York
$38K +$38.9K +415 New
FHA
539
First Horizon Advisors
Tennessee
$35K
SPIA
540
Steward Partners Investment Advisory
New York
$35K +$2.72K +29 +8%
GFP
541
Gryphon Financial Partners
Ohio
$35K +$35.6K +380 New
GI
542
Gradient Investments
Minnesota
$35K +$36.6K +390 New
FANJ
543
Financial Architects (New Jersey)
New Jersey
$34K +$18.1K +193 +105%
GLI
544
Guardian Life Insurance
New York
$33K +$11K +117 +47%
VFA
545
Valeo Financial Advisors
Indiana
$30K -$13.4K -143 -30%
GWM
546
Geneos Wealth Management
Colorado
$27K -$12.9K -138 -31%
KJWM
547
Kiley Juergens Wealth Management
Washington
$27K +$27.9K +297 New
TFA
548
Toth Financial Advisory
Virginia
$27K +$28.1K +300 New
AWM
549
AllSquare Wealth Management
New York
$26K -$1.31K -14 -5%
RIA
550
RPG Investment Advisory
California
$24K