Name Holding Trade Value Shares
Change
Change in
Stake
HAP
376
Harbor Asset Planning
Massachusetts
$69.6K – – –
A
377
AlphaQuest
New York
$68.5K +$47.8K +265 +270%
Hantz Financial Services
378
Hantz Financial Services
Michigan
$67K +$32.6K +181 +104%
CoreCap Advisors
379
CoreCap Advisors
Michigan
$66.8K +$13.3K +74 +26%
EverSource Wealth Advisors
380
EverSource Wealth Advisors
Alabama
$65.3K -$7.39K -41 -11%
Montag & Associates
381
Montag & Associates
Georgia
$56.6K – – –
Advisors Asset Management
382
Advisors Asset Management
Colorado
$55.6K +$49.8K +276 +1,453%
CL
383
CSS LLC
Illinois
$50.9K +$48.7K +270 New
MAI Capital Management
384
MAI Capital Management
Ohio
$50.4K +$14.6K +81 +44%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$49K – – –
TCOT
386
Trust Company of Toledo
Ohio
$43.8K – – –
IFP Advisors
387
IFP Advisors
Florida
$43.8K +$1.44K +8 +4%
Employees Retirement System of Texas
388
Employees Retirement System of Texas
Texas
$42K – – –
Advisory Services Network
389
Advisory Services Network
Georgia
$37.5K -$274K -1,521 -88%
Mitsubishi UFJ Asset Management
390
Mitsubishi UFJ Asset Management
Japan
$34.3K – – –
WhitTier Trust Company
391
WhitTier Trust Company
Nevada
$33.8K – – –
WWM
392
Wolff Wiese Magana
California
$32.1K -$4.51K -25 -13%
Clearstead Advisors
393
Clearstead Advisors
Ohio
$31.9K -$271K -1,501 -90%
AssetMark Inc
394
AssetMark Inc
California
$31.5K +$24.4K +135 +422%
SBI Securities
395
SBI Securities
Japan
$30K -$1.26K -7 -4%
SIS
396
Sound Income Strategies
Florida
$29.7K -$6.49K -36 -18%
TCM
397
TruNorth Capital Management
Michigan
$29.6K – – –
VCM
398
Versant Capital Management
Arizona
$29.1K – – –
RFP
399
Root Financial Partners
California
$28.3K +$27.1K +150 New
Steward Partners Investment Advisory
400
Steward Partners Investment Advisory
New York
$26.2K -$2.89K -16 -10%