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Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Allworth Financial
California
$3K -$6.7K -200 -68%
SIS
602
Sound Income Strategies
Florida
$3K -$2.08K -62 -47%
ML
603
McAdam LLC
Pennsylvania
$3K -$503 -15 -17%
AssetMark Inc
604
AssetMark Inc
California
$3K
CFA
605
Carroll Financial Associates
North Carolina
$3K
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$3K
GFP
607
Gryphon Financial Partners
Ohio
$3K
MFW
608
Mosaic Family Wealth
Missouri
$3K
PFBT
609
Parkside Financial Bank & Trust
Missouri
$3K +$101 +3 +4%
Rockefeller Capital Management
610
Rockefeller Capital Management
New York
$3K +$2.31K +69 New
ECM
611
Estabrook Capital Management
New York
$2.62K
FANJ
612
Financial Architects (New Jersey)
New Jersey
$2K -$67K -2,000 -98%
JA
613
JOYN Advisors
Georgia
$2K -$3.65K -109 -63%
BWM
614
Baystate Wealth Management
Massachusetts
$2K
TFO
615
Tarbox Family Office
California
$2K
WF
616
WealthTrust Fairport
Ohio
$2K
WAS
617
Winch Advisory Services
Wisconsin
$2K +$34 +1 +2%
CFG
618
Citizens Financial Group
Rhode Island
$2K +$2.21K +66 New
SWA
619
Sutton Wealth Advisors
Florida
$1.46K
RWM
620
Raffa Wealth Management
District of Columbia
$1.39K
JCM
621
Jacobi Capital Management
Pennsylvania
$1K -$2.15K -64 -62%
NR
622
Newfound Research
Massachusetts
$1K -$34 -1 -6%
CFD
623
Creative Financial Designs
Indiana
$1K
DBT
624
Dubuque Bank & Trust
Iowa
$1K
GI
625
Gradient Investments
Minnesota
$1K