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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$55K -$5.64K -43 -9%
ASN
202
Advisory Services Network
Georgia
$54K +$6.68K +51 +14%
FNC
203
First National Corp
Massachusetts
$54K +$56.5K +431 New
MCM
204
McKinley Capital Management
Alaska
$51K +$53.6K +409 New
FHB
205
First Hawaiian Bank
Hawaii
$43K +$44.6K +340 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$40K +$41.4K +316 New
IDBONY
207
Israel Discount Bank of New York
New York
$38K -$9.83K -75 -20%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$31K -$2.62K -20 -8%
JA
209
JOYN Advisors
Georgia
$31K
FHA
210
First Horizon Advisors
Tennessee
$27K
RFC
211
Regions Financial Corp
Alabama
$26K
EWM
212
Executive Wealth Management
Michigan
$26K +$26.7K +204 New
AIL
213
AGF Investments LLC
Ontario, Canada
$25K +$25.8K +197 New
VFA
214
Valeo Financial Advisors
Indiana
$24K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$23K
BFEC
216
Benjamin F. Edwards & Company
Missouri
$19K
IA
217
IFP Advisors
Florida
$19K
APA
218
American Portfolios Advisors
New York
$14.6K +$5.9K +45 +63%
RFWA
219
RPg Family Wealth Advisory
Massachusetts
$14.2K
RE
220
RBC Europe
United Kingdom
$13.8K
PRC
221
Pearl River Capital
Michigan
$13K +$13.2K +101 New
IUHSA
222
Itau Unibanco Holding S.A.
Brazil
$12K
CAM
223
Cresset Asset Management
Illinois
$12K +$12.8K +98 New
ATC
224
Adirondack Trust Company
New York
$11K
MOS
225
MGO One Seven
Ohio
$10K +$10.7K +82 New