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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legacy Financial Advisors
Kentucky
$167K +$65.4K +2,388 +54%
PA
602
Parallel Advisors
California
$166K -$35.4K -1,294 -16%
FMT
603
First Mercantile Trust
Tennessee
$164K +$56.7K +2,070 +45%
AssetMark Inc
604
AssetMark Inc
California
$150K -$81.1K -2,962 -33%
PHK
605
Point72 Hong Kong
Hong Kong
$149K +$166K +6,054 New
Bessemer Group
606
Bessemer Group
New Jersey
$146K +$43.5K +1,587 +37%
FHB
607
First Hawaiian Bank
Hawaii
$139K -$20.7K -754 -12%
AOWM
608
Alpha Omega Wealth Management
Virginia
$138K – – –
FCA
609
FinTrust Capital Advisors
South Carolina
$134K -$17.9K -652 -11%
CAM
610
Cresset Asset Management
Illinois
$134K +$8.54M +311,770 +6,875%
CFGS
611
Concourse Financial Group Securities
Alabama
$132K +$12.3K +450 +9%
CFB
612
Cullen/Frost Bankers
Texas
$130K +$145K +5,277 New
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$128K +$57.1K +2,084 +166%
PCM
614
Prelude Capital Management
New York
$124K -$419K -15,299 -75%
CCM
615
Covington Capital Management
California
$123K -$104K -3,800 -43%
QT
616
Quantbot Technologies
New York
$113K +$126K +4,617 New
MCM
617
Manchester Capital Management
Vermont
$111K – – –
ZB
618
Zions Bancorporation
Utah
$110K +$122K +4,463 New
AA
619
Advisory Alpha
Michigan
$108K +$117K +4,256 New
WCG
620
Weaver Consulting Group
California
$106K +$119K +4,348 New
CFD
621
Creative Financial Designs
Indiana
$93K +$35.4K +1,291 +52%
SWM
622
SeaCrest Wealth Management
New York
$89K -$5.42K -198 -5%
GWM
623
Geneos Wealth Management
Colorado
$89K +$356 +13 +0.4%
CA
624
Crewe Advisors
Utah
$88K – – –
FHA
625
Flagship Harbor Advisors
Massachusetts
$87K -$6.6K -241 -6%