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Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$1.75K -$1.38K -801 -38%
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$1.44K -$24.1K -13,952 -93%
AssetMark Inc
103
AssetMark Inc
California
$1.37K +$1.15K +664 +189%
WPWM
104
Western Pacific Wealth Management
Illinois
$1.35K – – –
MCM
105
MAI Capital Management
Ohio
$1.22K – – –
S
106
SignatureFD
Georgia
$984 -$4.29K -2,488 -77%
RhumbLine Advisers
107
RhumbLine Advisers
Massachusetts
$652 -$1.83K -1,061 -69%
EWA
108
EverSource Wealth Advisors
Alabama
$650 +$164 +95 +25%
CFD
109
Creative Financial Designs
Indiana
$540 – – –
BIA
110
Bell Investment Advisors
California
$343 +$438 +254 New
BTI
111
Blue Trust Inc
Georgia
$306 – – –
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304 -$932 -540 -71%
SPIA
113
Steward Partners Investment Advisory
New York
$135 – – –
ATC
114
Adirondack Trust Company
New York
$134 – – –
SAM
115
Smartleaf Asset Management
Massachusetts
$127 – – –
CCWM
116
Cassaday & Co Wealth Management
Virginia
$122 +$155 +90 New
CSB
117
City State Bank
Iowa
$115 – – –
SFS
118
Sunrise Financial Services
Washington
$103 – – –
IA
119
IFP Advisors
Florida
$69 – – –
T
120
Tidemark
California
$34 – – –
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$23 – – –
RFG
122
REAP Financial Group
Texas
$22 – – –
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$16 – – –
MWA
124
Medallion Wealth Advisors
Connecticut
$14 – – –
SWM
125
SHP Wealth Management
Massachusetts
$14 – – –