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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
601
Clearview Wealth Advisors
Oregon
$17K +$221 +16 +1%
HFM
602
Harvest Fund Management
China
$17K +$17.4K +1,259 New
CB
603
Community Bank
New York
$16K
MGIM
604
M&G Investment Management
United Kingdom
$15.9K +$3.68M +266,451 +31%
SIC
605
Salem Investment Counselors
North Carolina
$15K
GEA
606
Glen Eagle Advisors
New Jersey
$14.9K
WP
607
WealthShield Partners
North Carolina
$14K
FGAM
608
Financial Gravity Asset Management
Texas
$14K +$317 +23 New
Bank Julius Baer & Co
609
Bank Julius Baer & Co
Switzerland
$14K +$386 +28 +3%
AssetMark Inc
610
AssetMark Inc
California
$13K -$38.5M -2,787,770 -100%
LC
611
Lindbrook Capital
California
$13K
TIM
612
Tortoise Investment Management
New York
$13K
CMF
613
Counterpoint Mutual Funds
California
$13K +$13.2K +955 New
APWA
614
Atlas Private Wealth Advisors
New Jersey
$12K +$83 +6 +0.7%
LAS
615
Lloyd Advisory Services
Georgia
$12K +$4.87K +353 +68%
AW
616
Alaethes Wealth
Nevada
$12K +$12K +873 New
ZB
617
Zions Bancorporation
Utah
$12K +$12.1K +880 New
COCM
618
Charter Oak Capital Management
New Hampshire
$11K
RCA
619
Ranch Capital Advisors
Florida
$10K -$11K -800 Closed
HIA
620
Harbor Investment Advisory
Maryland
$10K
SIM
621
Sonora Investment Management
Arizona
$10K
TFIPS
622
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.15K
VCM
623
Versant Capital Management
Arizona
$8K -$51.4K -3,722 -86%
IWP
624
IAG Wealth Partners
Wisconsin
$8K -$9.66K -700 -56%
EW
625
Evoke Wealth
California
$8K -$4.17K -302 -34%