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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
301
Hexagon Capital Partners
Arkansas
$6.1K +$2.85K +36 +88%
AF
302
Allworth Financial
California
$4.6K +$1.9K +24 +71%
WP
303
WealthPLAN Partners
Nebraska
$4.12K +$4.12K +52 New
RTL
304
Red Tortoise LLC
Georgia
$4.04K +$4.04K +51 New
Bessemer Group
305
Bessemer Group
New Jersey
$4K
EWA
306
EverSource Wealth Advisors
Alabama
$2.77K +$2.77K +35 New
TCM
307
Tradewinds Capital Management
Washington
$2.69K
LCM
308
Logan Capital Management
Pennsylvania
$2.69K
JWA
309
JFS Wealth Advisors
Pennsylvania
$2.62K +$159 +2 +6%
CCA
310
Column Capital Advisors
Indiana
$2.46K
BTI
311
Blue Trust Inc
Georgia
$2K
FRA
312
Front Row Advisors
California
$2K
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.98K
GWS
314
Glassman Wealth Services
Virginia
$1.98K
GI
315
Gradient Investments
Minnesota
$1.98K
LFG
316
Larson Financial Group
Missouri
$1.98K
SCA
317
Stonebridge Capital Advisors
Minnesota
$1.98K
SWA
318
Sutton Wealth Advisors
Florida
$1.9K -$713 -9 -27%
SC
319
Schubert & Co
Texas
$1.43K +$238 +3 +20%
SFG
320
Steward Financial Group
Texas
$1K +$872 +11 +92%
PWMG
321
Prestige Wealth Management Group
New Jersey
$872
SIC
322
SJS Investment Consulting
Ohio
$793 +$79 +1 +11%
FWM
323
Focused Wealth Management
New York
$350
JWM
324
Janiczek Wealth Management
Colorado
$319
FHA
325
First Horizon Advisors
Tennessee
$158