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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$49K +$3.13K +143 +6%
IWP
102
Icon Wealth Partners
Texas
$49K +$49.3K +2,254 New
WWM
103
Willingdon Wealth Management
North Carolina
$39K +$31.7K +1,451 +426%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$35K +$13.9K +637 +67%
EFSCE
105
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$547 -25 -2%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$28K -$18.6K -852 -39%
FHA
107
First Horizon Advisors
Tennessee
$28K
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$28K
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$27K +$6.98K +319 +34%
TL
110
TrueWealth LLC
Georgia
$24K
ASN
111
Advisory Services Network
Georgia
$23K -$875 -40 -4%
LFA
112
Legacy Financial Advisors
Kentucky
$23K
Bessemer Group
113
Bessemer Group
New Jersey
$21K -$5.86K -268 -22%
VCM
114
Vigilant Capital Management
Maine
$21K +$21K +959 New
IA
115
IFP Advisors
Florida
$19K
CAW
116
Cornerstone Advisors (Washington)
Washington
$17K +$1.27K +58 +8%
PCP
117
Proficio Capital Partners
Massachusetts
$14K -$8.29K -379 -37%
AF
118
Advisornet Financial
Minnesota
$14K +$766 +35 +6%
LIA
119
LS Investment Advisors
Michigan
$13K
TWA
120
TCI Wealth Advisors
Arizona
$13K
LWA
121
Lenox Wealth Advisors
New York
$13K +$12.7K +582 New
LNB
122
Ledyard National Bank
$12K
CFA
123
Carroll Financial Associates
North Carolina
$12K +$5.03K +230 +66%
PGWM
124
Parisi Gray Wealth Management
New Jersey
$11K
RCAG
125
Rehmann Capital Advisory Group
Michigan
$7.8K +$2.08K +95 +36%