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Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Crewe Advisors
Utah
$11K – – –
EIP
852
Ellis Investment Partners
Pennsylvania
$11K – – –
CIA
853
Cascade Investment Advisors
Oregon
$10.2K – – –
AF
854
Advisornet Financial
Minnesota
$10K -$35.1K -203 -79%
AssetMark Inc
855
AssetMark Inc
California
$10K -$29.7K -172 -75%
ME
856
McIlrath & Eck
Washington
$10K – – –
TCM
857
Tradewinds Capital Management
Washington
$10K – – –
AF
858
Arrow Financial
New York
$10K +$10K +58 New
IAS
859
IMA Advisory Services
Colorado
$9K – – –
JCM
860
Jacobi Capital Management
Pennsylvania
$9K – – –
NC
861
NewSquare Capital
Pennsylvania
$9K – – –
CAAS
862
Capital Asset Advisory Services
Michigan
$9K +$8.98K +52 New
CFN
863
Cordasco Financial Network
Florida
$8K – – –
LFG
864
Larson Financial Group
Missouri
$8K – – –
FHC
865
First Horizon Corporation
Tennessee
$8K +$691 +4 +9%
RPWA
866
Regent Peak Wealth Advisors
Georgia
$8K +$7.77K +45 New
GAM
867
Gemmer Asset Management
California
$7K -$5.01K -29 -41%
M
868
MOTCO
Texas
$7K – – –
LWM
869
Liberty Wealth Management
California
$7K +$1.55K +9 +35%
AFG
870
Albion Financial Group
Utah
$7K +$7.08K +41 New
ICP
871
Interchange Capital Partners
Pennsylvania
$7K +$7.6K +44 New
SWM
872
Sugarloaf Wealth Management
Georgia
$6K – – –
TFO
873
Tarbox Family Office
California
$6K – – –
SFP
874
Sterling Financial Planning
New Jersey
$6K +$5.87K +34 New
TCWA
875
Ten Capital Wealth Advisors
Washington
$6K +$6.04K +35 New