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Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$39K +$1.21K +121 +3%
AWM
502
AllSquare Wealth Management
New York
$38K
TFGT
503
TS Financial Group (TSFG)
Illinois
$38K +$700 +70 +2%
Bessemer Group
504
Bessemer Group
New Jersey
$36K +$6.64K +664 +23%
BFC
505
Bedel Financial Consulting
Indiana
$35K
KPW
506
Kore Private Wealth
New York
$34K -$450 -45 -1%
PCG
507
Private Capital Group
Connecticut
$33K -$300 -30 -0.9%
IA
508
IndexIQ Advisors
New York
$32K +$28.5K +2,853 +755%
CI
509
CX Institutional
Indiana
$31K +$24.9K +2,486 +447%
OPS
510
Orion Portfolio Solutions
Nebraska
$29K -$300 -30 -1%
CCMW
511
Cypress Capital Management (Wyoming)
Wyoming
$28K
PFBT
512
Parkside Financial Bank & Trust
Missouri
$27K -$3.75K -375 -12%
GI
513
Gradient Investments
Minnesota
$27K -$680 -68 -2%
TCM
514
Tradewinds Capital Management
Washington
$26K -$1.45K -145 -5%
HR
515
Howe & Rusling
New York
$25K -$47.4K -4,743 -65%
CFGS
516
Concourse Financial Group Securities
Alabama
$25K +$190 +19 +0.8%
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$3.08K -308 -11%
CAW
518
Cornerstone Advisors (Washington)
Washington
$23K -$14K -1,403 -38%
MCM
519
Manchester Capital Management
Vermont
$21K
RCA
520
Ranch Capital Advisors
Florida
$21K +$790 +79 +4%
OC
521
Oakworth Capital
Alabama
$20K
SA
522
SRH Advisors
Kansas
$19K
SWM
523
Sugarloaf Wealth Management
Georgia
$19K +$10 +1 +0.1%
CFB
524
Cullen/Frost Bankers
Texas
$19K +$230 +23 +1%
IAS
525
IMA Advisory Services
Colorado
$18K