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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legacy Financial Advisors
Kentucky
$102K +$13.9K +511 +13%
YWP
602
YorkBridge Wealth Partners
New York
$101K
AssetMark Inc
603
AssetMark Inc
California
$99K -$132K -4,873 -54%
PHK
604
Point72 Hong Kong
Hong Kong
$97K +$109K +4,006 +8,902%
PI
605
PineBridge Investments
New York
$94K -$9.53K -351 -8%
CA
606
Crewe Advisors
Utah
$86K
CTC
607
Central Trust Company
Missouri
$84K -$16.8K -617 -15%
LNB
608
Ledyard National Bank
$79K
IWM
609
IHT Wealth Management
Illinois
$76K +$27 +1 +0%
MA
610
MCF Advisors
Kentucky
$74K
SPIA
611
Steward Partners Investment Advisory
New York
$71K +$28.2K +1,037 +53%
FANJ
612
Financial Architects (New Jersey)
New Jersey
$65K +$3.23K +119 +5%
TFS
613
TrustCore Financial Services
Tennessee
$64K +$326 +12 +0.4%
CFD
614
Creative Financial Designs
Indiana
$62K +$27 +1 +0%
SBL
615
Sargent Bickham Lagudis
Colorado
$61K +$27 +1 +0%
PG
616
Patten Group
Tennessee
$60K
ZB
617
Zions Bancorporation
Utah
$56K +$63.7K +2,345 New
PCG
618
Private Capital Group
Connecticut
$54K +$54.1K +1,991 +743%
HMS
619
Hanseatic Management Services
New Mexico
$53K +$60.1K +2,211 New
AAP
620
Arax Advisory Partners
Colorado
$51K -$9.37K -345 -14%
DAM
621
Delta Asset Management
Tennessee
$50K +$2.72K +100 +5%
GLI
622
Guardian Life Insurance
New York
$49K -$23.2K -855 -29%
FPFS
623
First Personal Financial Services
North Carolina
$48K
HR
624
Howe & Rusling
New York
$48K +$109 +4 +0.2%
GRP
625
Global Retirement Partners
California
$46K -$311K -11,433 -86%