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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
551
Sutton Wealth Advisors
Florida
$14.8K
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
PCG
553
Private Capital Group
Connecticut
$14K +$2.04K +53 +16%
CIA
554
CSat Investment Advisory
Michigan
$14K +$14.2K +368 New
MSE
555
MUFG Securities EMEA
United Kingdom
$13K -$707K -18,352 -98%
JA
556
JOYN Advisors
Georgia
$13K +$192 +5 +1%
GRP
557
Global Retirement Partners
California
$13K +$1.08K +28 +9%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.27K -33 -9%
FC
559
Ferris Capital
Massachusetts
$12K
MBT
560
Monroe Bank & Trust
Michigan
$12K
AssetMark Inc
561
AssetMark Inc
California
$12K +$12.1K +314 New
LWA
562
Lenox Wealth Advisors
New York
$11K -$3.54K -92 -24%
GFP
563
Gryphon Financial Partners
Ohio
$11K -$308 -8 -3%
MCA
564
Mercer Capital Advisers
New Jersey
$11K
CWM
565
Catamount Wealth Management
Connecticut
$10K
TL
566
TrueWealth LLC
Georgia
$10K
WEC
567
Winslow Evans & Crocker
Massachusetts
$10K
TDC
568
Thompson Davis & Co
Virginia
$10K +$38 +1 +0.4%
GWM
569
Geneos Wealth Management
Colorado
$9K -$1.96K -51 -16%
TFO
570
Tarbox Family Office
California
$9K
FIA
571
FNY Investment Advisers
New York
$9K +$9.86K +256 New
GAM
572
Gemmer Asset Management
California
$8K
LFA
573
Legacy Financial Advisors
Kentucky
$8K
BAM
574
Bruderman Asset Management
New York
$8K +$38 +1 +0.5%
WA
575
WealthTrust-Arizona
Arizona
$7K