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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$19K
PCG
102
Private Capital Group
Connecticut
$18K -$10.4K -575 -35%
Bessemer Group
103
Bessemer Group
New Jersey
$17K -$55.8K -3,070 -75%
EW
104
Evoke Wealth
California
$17K +$182 +10 +1%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$2.73K -150 -14%
PB
106
Pinnacle Bancorp
Nebraska
$13K
BTI
107
Blue Trust Inc
Georgia
$12K +$10.9K +600 New
FMP
108
Financial Management Professionals
Texas
$11K -$818 -45 -7%
AP
109
Arlington Partners
Alabama
$11K
CWP
110
Concord Wealth Partners
Virginia
$8K -$163K -8,960 -95%
Macquarie Group
111
Macquarie Group
Australia
$8K +$909 +50 +11%
VVP
112
Venture Visionary Partners
Ohio
$7.57K +$8.18K +450 New
SPIA
113
Steward Partners Investment Advisory
New York
$6K
ACA
114
Atlas Capital Advisors
Wyoming
$5.22K +$5.63K +310 New
CCA
115
Column Capital Advisors
Indiana
$5K
GRP
116
Global Retirement Partners
California
$5K +$273 +15 +6%
BIA
117
Bell Investment Advisors
California
$5K +$5K +275 New
FMTCOCP
118
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5.27K +290 New
AF
119
Allworth Financial
California
$5K +$5.36K +295 New
ETI
120
Enterprise Trust & Investment
California
$5K +$5.63K +310 New
FPS
121
Fieldpoint Private Securities
Connecticut
$4K
BFEC
122
Benjamin F. Edwards & Company
Missouri
$4K +$3.82K +210 New
RWM
123
Raffa Wealth Management
District of Columbia
$3.11K
ANBT
124
American National Bank & Trust
Texas
$3K
AF
125
Advisornet Financial
Minnesota
$3K +$2K +110 +200%