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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
326
Freestone Capital Holdings
Washington
$44K +$42.3K +230 New
VFA
327
Valeo Financial Advisors
Indiana
$39K -$7.91K -43 -17%
HFA
328
HC Financial Advisors
California
$38K
HGWM
329
Harvest Group Wealth Management
Massachusetts
$37K
LWA
330
Lenox Wealth Advisors
New York
$34K
AssetMark Inc
331
AssetMark Inc
California
$33K +$26.1K +142 +473%
MWC
332
MBM Wealth Consultants
Missouri
$32K
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$32K +$17.1K +93 +124%
MA
334
MUFG Americas
New York
$29K
SFS
335
Sowell Financial Services
Arkansas
$28K -$2.94K -16 -10%
HIA
336
Harbor Investment Advisory
Maryland
$28K -$1.29K -7 -4%
QCG
337
Quadrant Capital Group
Ohio
$27K -$9.56K -52 -27%
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
HNB
339
Huntington National Bank
Ohio
$27K +$2.39K +13 +10%
EI
340
Ellevest Inc
New York
$26K
FHA
341
First Horizon Advisors
Tennessee
$25K -$2.57K -14 -10%
BWM
342
BNC Wealth Management
Oregon
$25K +$24.3K +132 New
APA
343
American Portfolios Advisors
New York
$24.8K -$3.68K -20 -13%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$22K
SFSIG
345
San Francisco Sentry Investment Group
California
$21K
PCG
346
Private Capital Group
Connecticut
$19K
TRCT
347
Tower Research Capital (TRC)
New York
$19K +$17.8K +97 New
NIC
348
Northwest Investment Counselors
Oregon
$19K +$18.4K +100 New
TPCW
349
TD Private Client Wealth
New York
$16.6K
LC
350
Lindbrook Capital
California
$15K +$551 +3 +4%