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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
601
Citizens Financial Group
Rhode Island
$14K
KPW
602
Kore Private Wealth
New York
$13K +$12.8K +281 New
TIM
603
Tortoise Investment Management
New York
$12K -$15.6K -344 -57%
GWMIA
604
Global Wealth Management Investment Advisory
Florida
$12K
TL
605
TrueWealth LLC
Georgia
$12K
WEC
606
Winslow Evans & Crocker
Massachusetts
$12K
EW
607
Evoke Wealth
California
$11.4K +$45 +1 +0.4%
GAM
608
Gemmer Asset Management
California
$11K
WCG
609
Weaver Consulting Group
California
$11K +$5.46K +120 +82%
HMS
610
Hanseatic Management Services
New Mexico
$11K +$10.3K +226 New
PA
611
PSI Advisors
Florida
$11K +$11.1K +244 New
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$10K -$81.3K -1,789 -89%
GRP
613
Global Retirement Partners
California
$10K -$5.27K -116 -37%
WTC
614
WhitTier Trust Company
Nevada
$10K
AS
615
Altshuler Shaham
Israel
$10K +$8.73K +192 +2,743%
ACM
616
Allred Capital Management
Texas
$9.26K +$8.77K +193 New
VCM
617
Versant Capital Management
Arizona
$9K
BCA
618
Berman Capital Advisors
Georgia
$9K +$45 +1 +0.5%
AWM
619
Avior Wealth Management
Nebraska
$9K +$5.64K +124 +161%
SLF
620
Sun Life Financial
Ontario, Canada
$8K -$3.09K -68 -28%
SFSIG
621
San Francisco Sentry Investment Group
California
$8K
ETC
622
Exchange Traded Concepts
Oklahoma
$8K +$7.37K +162 New
SWA
623
Sutton Wealth Advisors
Florida
$7.05K
AF
624
Allworth Financial
California
$7K
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$7K