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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
401
Winslow Evans & Crocker
Massachusetts
$52K +$2.5K +20 +4%
FANJ
402
Financial Architects (New Jersey)
New Jersey
$44K -$50.7K -406 -47%
Nisa Investment Advisors
403
Nisa Investment Advisors
Missouri
$44K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$43K
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$38K
SIAS
406
Shine Investment Advisory Services
Colorado
$38K
BCA
407
Berman Capital Advisors
Georgia
$32K -$111K -887 -73%
CIA
408
CSat Investment Advisory
Michigan
$32K +$5.75K +46 +17%
VFA
409
Valeo Financial Advisors
Indiana
$31K +$9.37K +75 +32%
LC
410
Lindbrook Capital
California
$30K +$8.74K +70 +30%
AIM
411
AIA Investment Management
Singapore
$29K +$36.2K +290 New
TL
412
TrueWealth LLC
Georgia
$27K
CCA
413
Catalyst Capital Advisors
New York
$25K +$6.87K +55 +28%
EWM
414
Edge Wealth Management
New York
$24K
FWM
415
Focused Wealth Management
New York
$24K
QCG
416
Quadrant Capital Group
Ohio
$23K +$1.75K +14 +6%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$21K +$26.2K +210 New
CAGAS
418
Capital Advisory Group Advisory Services
Minnesota
$19K
PCG
419
Private Capital Group
Connecticut
$19K +$23.6K +189 New
CTC
420
Central Trust Company
Missouri
$17K
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$15K
GI
422
Gradient Investments
Minnesota
$15K
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K -$61.2K -490 -77%
PCIA
424
Prime Capital Investment Advisors
Kansas
$14K +$17.5K +140 New
MAM
425
Meeder Asset Management
Ohio
$12K +$2.5K +20 +19%