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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
326
Chicago Partners Investment Group
Illinois
$52K
MWM
327
Mission Wealth Management
California
$52K +$215 +43 +0.4%
OL
328
Optas LLC
Texas
$52K +$4.63K +928 +9%
AGP
329
Autumn Glory Partners
Texas
$51K
EVM
330
Evelyn V. Moreno
$51K
CFB
331
Cullen/Frost Bankers
Texas
$51K +$375 +75 +0.7%
BBVA
332
Banco Bilbao Vizcaya Argentaria
Spain
$50K +$15 +3 +0%
STA
333
Summit Trail Advisors
New York
$50K +$529 +106 +1%
SWM
334
Silverlake Wealth Management
Vermont
$49K
MSFS
335
Main Street Financial Solutions
Pennsylvania
$48K -$25 -5 -0%
PAM
336
Peak Asset Management
Colorado
$48K
TNA
337
True North Advisors
Texas
$48K
WVP
338
Worth Venture Partners
New Jersey
$47K +$50K +10,000 New
PP
339
PDS Planning
Ohio
$47K +$50.5K +10,109 New
EWM
340
Endurance Wealth Management
Rhode Island
$46K -$6.87K -1,375 -12%
CCFCSB
341
Cape Cod Five Cents Savings Bank
Massachusetts
$46K
GA
342
Gateway Advisory
New Jersey
$46K
KFS
343
Kaizen Financial Strategies
California
$46K
PHS
344
Pekin Hardy Strauss
Illinois
$46K
Vontobel Holding
345
Vontobel Holding
Switzerland
$46K
OGF
346
Orin Green Financial
California
$45K
WPWM
347
Western Pacific Wealth Management
Illinois
$41K
GEA
348
Glen Eagle Advisors
New Jersey
$40.6K +$14K +2,807 +47%
IRC
349
Investors Research Corp
Georgia
$40K -$25 -5 -0.1%
BTI
350
Blue Trust Inc
Georgia
$40K +$36.7K +7,349 New