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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$30K +$91 +2 +0.4%
SIC
302
Salem Investment Counselors
North Carolina
$26K +$23K +505 New
CG
303
Cutler Group
California
$24K +$12.3K +270 +135%
FAM
304
Fred Alger Management
New York
$23K +$20.4K +447 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
CFFP
306
Center for Financial Planning
Michigan
$21K – – –
EI
307
Ellevest Inc
New York
$20K -$729 -16 -4%
PCM
308
Peregrine Capital Management
Minnesota
$19K +$16.9K +370 New
PCG
309
Private Capital Group
Connecticut
$18K – – –
SWM
310
Spire Wealth Management
Virginia
$16K +$13.7K +300 New
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K – – –
FPS
312
Fieldpoint Private Securities
Connecticut
$14K +$911 +20 +8%
CFO
313
CVA Family Office
Colorado
$14K +$12.1K +265 New
Schroder Investment Management Group
314
Schroder Investment Management Group
United Kingdom
$13K +$11.4K +250 New
ACM
315
AUA Capital Management
Pennsylvania
$12K +$638 +14 +6%
SFS
316
Sowell Financial Services
Arkansas
$11K – – –
CFGS
317
Concourse Financial Group Securities
Alabama
$11K +$228 +5 +2%
SC
318
Solstein Capital
California
$11K +$9.2K +202 New
GRP
319
Global Retirement Partners
California
$10K -$1K -22 -10%
CB
320
Community Bank
New York
$10K – – –
IAIM
321
International Assets Investment Management
Florida
$10K – – –
WFA
322
West Financial Advisors
Iowa
$10K – – –
NFG
323
Next Financial Group
Texas
$9K -$11.4K -250 -60%
LC
324
Lindbrook Capital
California
$9K – – –
SN
325
Sittner & Nelson
Oregon
$8K – – –