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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
376
Proficio Capital Partners
Massachusetts
$8K +$966 +11 +14%
GRP
377
Global Retirement Partners
California
$7K -$12.6K -144 -62%
RFC
378
Regions Financial Corp
Alabama
$7K – – –
WCM
379
WealthBridge Capital Management
Ohio
$7K +$7.73K +88 New
EARNEST Partners
380
EARNEST Partners
Georgia
$6K – – –
CFG
381
Citizens Financial Group
Rhode Island
$5K – – –
SMFS
382
Squar Milner Financial Services
California
$5K – – –
W
383
WealthOne
New York
$5K +$4.83K +55 New
CAM
384
Cresset Asset Management
Illinois
$5K +$5.53K +63 New
CHP
385
Cable Hill Partners
Oregon
$4K – – –
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
JCM
387
Jacobi Capital Management
Pennsylvania
$4K – – –
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
VFA
389
Valeo Financial Advisors
Indiana
$4K – – –
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$4K +$615 +7 +17%
HI
391
Hudock Inc
Pennsylvania
$3K – – –
OFW
392
Omnia Family Wealth
Florida
$3K – – –
BCA
393
Berman Capital Advisors
Georgia
$3K +$3.95K +45 New
GT
394
Glenmede Trust
Pennsylvania
$3K +$4.13K +47 New
IFAM
395
Institutional & Family Asset Management
Colorado
$2K -$2.11K -24 -50%
PMFA
396
Plante Moran Financial Advisors
Michigan
$2K – – –
SIS
397
Sound Income Strategies
Florida
$2K – – –
TFS
398
TrustCore Financial Services
Tennessee
$2K – – –
MSA
399
Marino Stram & Associates
Massachusetts
$2K +$2.28K +26 New
PWMG
400
Prestige Wealth Management Group
New Jersey
$2K +$2.37K +27 New