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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
401
TFC Financial Management
Massachusetts
$68K
CFD
402
Creative Financial Designs
Indiana
$66K
PCH
403
PGIM Custom Harvest
New Jersey
$64K
S
404
SignatureFD
Georgia
$64K +$21.8K +271 +56%
CIA
405
CSat Investment Advisory
Michigan
$63K -$5.96K -74 -9%
PA
406
Parallel Advisors
California
$61K +$19.5K +242 +51%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$57K
TIM
408
Tortoise Investment Management
New York
$57K
TFS
409
TrustCore Financial Services
Tennessee
$51K +$48.3K +600 New
KFP
410
KB Financial Partners
New Jersey
$51K +$48.9K +607 New
IA
411
IFP Advisors
Florida
$48K -$122K -1,519 -72%
T
412
TOBAM
France
$45K
ETC
413
Exchange Traded Concepts
Oklahoma
$44K +$14K +174 +51%
IAIM
414
International Assets Investment Management
Florida
$43K
QCG
415
Quadrant Capital Group
Ohio
$43K +$1.93K +24 +5%
MA
416
MCF Advisors
Kentucky
$40K +$9.5K +118 +34%
AAM
417
Advisors Asset Management
Colorado
$38.7K -$18.1K -225 -33%
GWM
418
Geneos Wealth Management
Colorado
$35K
FDCDDQ
419
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.5K
GAM
420
Gemmer Asset Management
California
$34K
MI
421
Markston International
New York
$34K
SFSIG
422
San Francisco Sentry Investment Group
California
$31K -$10.1K -126 -25%
PFBT
423
Parkside Financial Bank & Trust
Missouri
$29K +$1.37K +17 +5%
GGHC
424
Gilder Gagnon Howe & Co
New York
$27K +$2.82K +35 +12%
CAL
425
Capital Advisors Ltd
Ohio
$26K