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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
551
Capital Bank & Trust
California
$15K – – –
EWM
552
Endurance Wealth Management
Rhode Island
$15K – – –
BFEC
553
Benjamin F. Edwards & Company
Missouri
$15K +$11.6K +300 +300%
SWA
554
Sutton Wealth Advisors
Florida
$14.8K – – –
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
PCG
556
Private Capital Group
Connecticut
$14K +$2.04K +53 +16%
CIA
557
CSat Investment Advisory
Michigan
$14K +$14.2K +368 New
MSE
558
MUFG Securities EMEA
United Kingdom
$13K -$707K -18,352 -98%
JA
559
JOYN Advisors
Georgia
$13K +$192 +5 +1%
GRP
560
Global Retirement Partners
California
$13K +$1.08K +28 +9%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.27K -33 -9%
FC
562
Ferris Capital
Massachusetts
$12K – – –
MBT
563
Monroe Bank & Trust
Michigan
$12K – – –
AssetMark Inc
564
AssetMark Inc
California
$12K +$12.1K +314 New
LWA
565
Lenox Wealth Advisors
New York
$11K -$3.54K -92 -24%
GFP
566
Gryphon Financial Partners
Ohio
$11K -$308 -8 -3%
MCA
567
Mercer Capital Advisers
New Jersey
$11K – – –
CWM
568
Catamount Wealth Management
Connecticut
$10K – – –
TL
569
TrueWealth LLC
Georgia
$10K – – –
WEC
570
Winslow Evans & Crocker
Massachusetts
$10K – – –
TDC
571
Thompson Davis & Co
Virginia
$10K +$38 +1 +0.4%
GWM
572
Geneos Wealth Management
Colorado
$9K -$1.96K -51 -16%
TFO
573
Tarbox Family Office
California
$9K – – –
FIA
574
FNY Investment Advisers
New York
$9K +$9.86K +256 New
GAM
575
Gemmer Asset Management
California
$8K – – –