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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
376
Retirement Planning Company of New England
Rhode Island
$50K +$47.3K +8,116 New
PMFA
377
Plante Moran Financial Advisors
Michigan
$49K -$70K -12,004 -61%
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$65.9K -11,307 -59%
AssetMark Inc
379
AssetMark Inc
California
$48K +$39.9K +6,850 +815%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$48K +$44.5K +7,641 New
EVM
381
Eaton Vance Management
Massachusetts
$47K +$1.18K +202 +3%
CFA
382
Carroll Financial Associates
North Carolina
$38K +$455 +78 +1%
GEA
383
Glen Eagle Advisors
New Jersey
$37.3K +$26.2K +4,500 +300%
MTWM
384
Masso Torrence Wealth Management
New Jersey
$34K +$32.1K +5,500 New
IA
385
IFP Advisors
Florida
$33K
FWM
386
Focused Wealth Management
New York
$31K
BDWM
387
Brewin Dolphin Wealth Management
Ireland
$31K +$11.7K +2,000 +67%
CA
388
CoreCap Advisors
Michigan
$31K +$28.6K +4,911 New
AF
389
Allworth Financial
California
$30K +$472 +81 +2%
Credit Agricole
390
Credit Agricole
France
$27K +$25.3K +4,347 New
UB
391
UMB Bank
Missouri
$26K +$24.8K +4,259 New
GWM
392
Geneos Wealth Management
Colorado
$25K -$11.2K -1,928 -32%
HNB
393
Huntington National Bank
Ohio
$25K +$1.07K +183 +5%
GWS
394
Glassman Wealth Services
Virginia
$24K -$5.57K -956 -20%
Koshinski Asset Management
395
Koshinski Asset Management
Illinois
$23.1K -$10.9K -1,875 -34%
FPS
396
Fieldpoint Private Securities
Connecticut
$23K +$10.4K +1,790 +92%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$22K
AWM
398
Avior Wealth Management
Nebraska
$21K -$99 -17 -0.5%
PB
399
Pinnacle Bancorp
Nebraska
$21K
TWM
400
Tradition Wealth Management
Minnesota
$21K +$4.66K +800 +30%