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Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$16K +$18.4K +144 +576%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$15K
C
328
Covestor
United Kingdom
$15K +$5.24K +41 +67%
TWA
329
TCI Wealth Advisors
Arizona
$14K
AF
330
Allworth Financial
California
$12K +$9.58K +75 +833%
TFM
331
TFC Financial Management
Massachusetts
$12K +$10.3K +81 New
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$1.92K -15 -16%
FPS
333
Fieldpoint Private Securities
Connecticut
$9K +$4.47K +35 +135%
CWP
334
Concord Wealth Partners
Virginia
$8K -$1.41K -11 -16%
QCG
335
Quadrant Capital Group
Ohio
$8K -$1.28K -10 -15%
MFT
336
Moisand Fitzgerald Tamayo
Florida
$8K +$6.9K +54 New
GFPC
337
Global Financial Private Client
Florida
$7.87K
CMBA
338
C.M. Bidwell & Associates
Hawaii
$7K -$238K -1,865 -98%
DFCM
339
Dark Forest Capital Management
Puerto Rico
$7K -$3.06K -24 -32%
WT
340
Whittier Trust
California
$7K +$6.13K +48 New
Creative Planning
341
Creative Planning
Kansas
$7K +$6.39K +50 New
Bessemer Group
342
Bessemer Group
New Jersey
$5K -$1.15K -9 -22%
BBHC
343
Brown Brothers Harriman & Co
New York
$5K +$4.47K +35 New
GC
344
Globeflex Capital
California
$4K -$128K -1,005 -97%
STCOSD
345
Sageworth Trust Company of South Dakota
South Dakota
$4K -$8.94K -70 -69%
FAG
346
Fortitude Advisory Group
Washington
$4K
DCM
347
Davidson Capital Management
Texas
$3K +$255 +2 +10%
SSG
348
Summit Securities Group
New York
$3K +$2.43K +19 New
JWA
349
JFS Wealth Advisors
Pennsylvania
$2K +$1.15K +9 +150%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.02K -8 -57%