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Name Holding Trade Value Shares
Change
Change in
Stake
APG
301
Abacus Planning Group
South Carolina
$71K
KP
302
Keel Point
Alabama
$69.6K -$2.02K -391 -3%
CWM
303
Consultiva Wealth Management
Puerto Rico
$67.8K
AWM
304
Avior Wealth Management
Nebraska
$66.8K -$11.3K -2,198 -15%
GCM
305
Genus Capital Management
British Columbia, Canada
$66.6K
GT
306
Greenleaf Trust
Michigan
$64.9K +$1.15K +223 +2%
HAG
307
HighPoint Advisor Group
Illinois
$64.4K +$299 +58 +0.5%
MFG
308
Merit Financial Group
Georgia
$64.1K +$10.7K +2,074 +20%
VCA
309
Verdence Capital Advisors
Maryland
$63.9K +$1.33K +259 +2%
NAS
310
Nicolet Advisory Services
Wisconsin
$63.1K
HPM
311
Hudson Portfolio Management
New York
$63K
WA
312
Wealthstream Advisors
New York
$63K +$4.78K +928 +8%
TC
313
TownSquare Capital
Utah
$62.7K -$146K -28,372 -70%
AIA
314
Alternative Investment Advisors
Florida
$62.3K
NCM
315
Northside Capital Management
Oregon
$62.2K
VWM
316
Vigilare Wealth Management
Arizona
$62.2K
MHC
317
May Hill Capital
Massachusetts
$62.1K -$23.1K -4,477 -27%
IWM
318
IHT Wealth Management
Illinois
$61.9K -$794 -154 -1%
FPAS
319
Focus Partners Advisor Solutions
Missouri
$61.9K +$5.3K +1,028 +9%
KCM
320
Kathmere Capital Management
Pennsylvania
$61.5K +$61.2K +11,880 New
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$59.7K
SFC
322
SYM Financial Corp
Indiana
$59.6K +$4.64K +900 +8%
FG
323
Foster Group
Iowa
$59K +$58.7K +11,386 New
CH
324
Cromwell Holdings
Wyoming
$58.7K +$10.6K +2,052 +22%
WA
325
Westfuller Advisors
New York
$58.2K +$304 +59 +0.5%