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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
VFA
302
Valeo Financial Advisors
Indiana
$31K – – –
WT
303
Whittier Trust
California
$30K – – –
VCG
304
Vantage Consulting Group
Virginia
$26K +$23.4K +619 New
LFG
305
Larson Financial Group
Missouri
$24K +$38 +1 +0.2%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
NFG
307
Next Financial Group
Texas
$18K +$9.47K +250 +150%
CFFP
308
Center for Financial Planning
Michigan
$17K – – –
EI
309
Ellevest Inc
New York
$17K +$606 +16 +4%
PCG
310
Private Capital Group
Connecticut
$15K – – –
LSA
311
Leonteq Securities AG
Switzerland
$14.7K +$13.1K +345 New
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K – – –
BC
313
Barnett & Company
Tennessee
$12K – – –
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$12K +$8.9K +235 +322%
WTC
315
WhitTier Trust Company
Nevada
$11K – – –
FPS
316
Fieldpoint Private Securities
Connecticut
$11K +$9.66K +255 New
IAIM
317
International Assets Investment Management
Florida
$10K +$9.24K +244 New
CB
318
Community Bank
New York
$9K – – –
CFGS
319
Concourse Financial Group Securities
Alabama
$9K – – –
SFS
320
Sowell Financial Services
Arkansas
$9K – – –
ACM
321
AUA Capital Management
Pennsylvania
$9K +$606 +16 +8%
GRP
322
Global Retirement Partners
California
$9K +$1.97K +52 +30%
WFA
323
West Financial Advisors
Iowa
$9K +$7.58K +200 New
CG
324
Cutler Group
California
$8K +$7.58K +200 New
FF
325
FourThought Financial
Florida
$8K +$7.61K +201 New