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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$44K -$17K -268 -29%
OIA
202
Optimum Investment Advisors
Illinois
$40K
S
203
SignatureFD
Georgia
$37K -$11.6K -183 -25%
IA
204
IFP Advisors
Florida
$37K
SWM
205
Spire Wealth Management
Virginia
$37K
SIS
206
Sound Income Strategies
Florida
$34K
CCM
207
Chilton Capital Management
Texas
$29K +$27.1K +426 New
DekaBank Deutsche Girozentrale
208
DekaBank Deutsche Girozentrale
Germany
$28K
Macquarie Group
209
Macquarie Group
Australia
$26K
TWM
210
Tradition Wealth Management
Minnesota
$23K
AF
211
Allworth Financial
California
$23K +$64 +1 +0.3%
WFA
212
West Financial Advisors
Iowa
$22K
HWM
213
HighMark Wealth Management
Minnesota
$21K +$127 +2 +0.7%
SOW
214
State of Wyoming
Wyoming
$21K +$20.2K +317 New
TPCW
215
TD Private Client Wealth
New York
$20.7K
BTI
216
Blue Trust Inc
Georgia
$20K +$20.1K +316 New
DFCM
217
Dark Forest Capital Management
Puerto Rico
$17K +$15.8K +249 New
SAM
218
Strategic Asset Management
Minnesota
$14K +$127 +2 +1%
FCT
219
First Community Trust
Iowa
$13K
IWP
220
IAG Wealth Partners
Wisconsin
$13K
IBOK
221
Independence Bank of Kentucky
Kentucky
$13K
HI
222
Hudock Inc
Pennsylvania
$12K +$64 +1 +0.5%
PMFA
223
Plante Moran Financial Advisors
Michigan
$11K -$12.7K -199 -56%
QCG
224
Quadrant Capital Group
Ohio
$8K -$5.85K -92 -45%
FPB
225
First PREMIER Bank
South Dakota
$7K