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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
AllSquare Wealth Management
New York
$26K -$1.31K -14 -5%
RIA
552
RPG Investment Advisory
California
$24K – – –
VFA
553
Virtus Fund Advisers
Connecticut
$24K – – –
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
$24K +$25K +266 New
GRP
555
Global Retirement Partners
California
$23K -$4.32K -46 -16%
SLF
556
Sun Life Financial
Ontario, Canada
$22K -$55.2K -589 -70%
CB
557
Community Bank
New York
$22K -$15.9K -170 -41%
IWP
558
Icon Wealth Partners
Texas
$22K +$23.1K +246 New
TCOV
559
Trust Company of Vermont
Vermont
$21K – – –
PCP
560
Proficio Capital Partners
Massachusetts
$21K +$7.79K +83 +57%
AssetMark Inc
561
AssetMark Inc
California
$20K +$20K +213 +2,663%
CBT
562
Capital Bank & Trust
California
$19K – – –
FFG
563
Ford Financial Group
California
$19K +$19.9K +212 New
RFA
564
Reilly Financial Advisors
California
$18K -$469 -5 -2%
MMG
565
Monetary Management Group
Missouri
$18K – – –
WWMSC
566
Wagner Wealth Management (South Carolina)
South Carolina
$17K +$12.2K +130 New
GAM
567
Gemmer Asset Management
California
$16K – – –
PFBT
568
Parkside Financial Bank & Trust
Missouri
$16K +$5.82K +62 +55%
FCB
569
First Command Bank
Texas
$15K – – –
FCFS
570
First Command Financial Services
Texas
$15K – – –
HFM
571
Hartford Financial Management
Connecticut
$15K – – –
CFA
572
Carroll Financial Associates
North Carolina
$15K +$2.16K +23 +15%
DG
573
Delek Group
Israel
$15K +$15K +160 New
CWM
574
Cranbrook Wealth Management
Michigan
$14K – – –
TC
575
Telemus Capital
Michigan
$14K +$14.4K +154 New