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Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$37K -$340 -4 -1%
PMFA
152
Plante Moran Financial Advisors
Michigan
$32K +$29.8K +350 New
FANJ
153
Financial Architects (New Jersey)
New Jersey
$28K -$93.6K -1,100 -79%
TCM
154
Tanaka Capital Management
New York
$23K
QCG
155
Quadrant Capital Group
Ohio
$21K -$1.02K -12 -4%
CTC
156
Central Trust Company
Missouri
$21K +$3.92K +46 +25%
PCP
157
Proficio Capital Partners
Massachusetts
$20K +$1.11K +13 +6%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$20K +$4.25K +50 +29%
EWM
159
Endurance Wealth Management
Rhode Island
$18K
WIM
160
Westside Investment Management
California
$17K
WT
161
Whittier Trust
California
$17K
SPI
162
Santori & Peters Inc
Pennsylvania
$13K +$13.4K +157 New
SWP
163
Stratos Wealth Partners
Ohio
$9K +$8.51K +100 New
RFA
164
Reilly Financial Advisors
California
$8K
TL
165
TrueWealth LLC
Georgia
$8K +$7.15K +84 New
LFA
166
Legacy Financial Advisors
Kentucky
$8K +$8.26K +97 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.36K +16 +29%
AssetMark Inc
168
AssetMark Inc
California
$5K -$14.4K -169 -76%
CPIG
169
Chicago Partners Investment Group
Illinois
$5K
DAM
170
Delta Asset Management
Tennessee
$5K
HNB
171
Huntington National Bank
Ohio
$3K
LIA
172
LS Investment Advisors
Michigan
$3K
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$3K
MOS
174
MGO One Seven
Ohio
$2K +$1.53K +18 New
FGC
175
Financial Gravity Companies
Texas
$2K +$1.7K +20 New