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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$5.52K +$5.68K +43 New
SAM
402
Smartleaf Asset Management
Massachusetts
$5.46K +$1.06K +8 +24%
VCM
403
Versant Capital Management
Arizona
$5.39K -$1.19K -9 -18%
SCM
404
Sterling Capital Management
North Carolina
$4.88K +$5.02K +38 New
CA
405
Continuum Advisory
Idaho
$4.78K
CPA
406
Capital Performance Advisors
California
$3.98K +$4.09K +31 New
RIM
407
Ranger Investment Management
Texas
$3.73K -$24.7M -186,906 -100%
CFB
408
Cullen/Frost Bankers
Texas
$3.6K -$4.49K -34 -55%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$3.6K +$660 +5 +22%
AWM
410
Avior Wealth Management
Nebraska
$3.47K
RIL
411
Rothschild Investment LLC
Illinois
$2.96K +$2.11K +16 +229%
NMM
412
Naples Money Management
Florida
$2.83K
AFWM
413
Abich Financial Wealth Management
Virginia
$2.7K +$1.32K +10 +91%
BWP
414
Baldwin Wealth Partners
Massachusetts
$2.7K +$2.77K +21 New
LFA
415
LGT Financial Advisors
Texas
$2.31K
WSFS
416
Wilmington Savings Fund Society
Delaware
$2.06K +$2.11K +16 New
PTC
417
Private Trust Company
Ohio
$1.93K
PWMG
418
Private Wealth Management Group
New Jersey
$1.93K +$264 +2 +15%
HI
419
Harbour Investments
Wisconsin
$1.8K -$1.72K -13 -48%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$1.8K -$660 -5 -26%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$1.8K
IAIM
422
International Assets Investment Management
Florida
$1.54K
JWA
423
JFS Wealth Advisors
Pennsylvania
$1.41K -$924 -7 -39%
PWMG
424
Prestige Wealth Management Group
New Jersey
$1.28K
VWM
425
Venturi Wealth Management
Texas
$1.28K +$1.32K +10 New