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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$20K
AF
302
Advisornet Financial
Minnesota
$19K
RFA
303
Reilly Financial Advisors
California
$19K +$18.1K +824 New
MWM
304
MinichMacGregor Wealth Management
New York
$18K -$1.63K -74 -8%
QCG
305
Quadrant Capital Group
Ohio
$15K
FQ
306
First Quadrant
California
$14K -$382K -17,402 -96%
CFA
307
Carroll Financial Associates
North Carolina
$12K
Lazard Asset Management
308
Lazard Asset Management
New York
$11K
RFC
309
Regions Financial Corp
Alabama
$9K -$19.7K -898 -70%
AW
310
Alpha Windward
Massachusetts
$8K
MOS
311
MGO One Seven
Ohio
$8K
TF
312
Tompkins Financial
New York
$8K +$7.42K +338 New
SWP
313
Stratos Wealth Partners
Ohio
$7K +$1.03K +47 +18%
CBOA
314
Commonwealth Bank of Australia
Australia
$5K
GAM
315
Gemmer Asset Management
California
$5K
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3.16K +144 +178%
APP
317
Avantax Planning Partners
Iowa
$5K +$5.1K +232 New
EARNEST Partners
318
EARNEST Partners
Georgia
$4K
LF
319
Lee Financial
Texas
$3K +$2.96K +135 New
VFA
320
Valeo Financial Advisors
Indiana
$2K
VCM
321
Versant Capital Management
Arizona
$2K
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$2K
MRCM
323
M&R Capital Management
New Jersey
$2K +$1.49K +68 +151%
FRA
324
Front Row Advisors
California
$1K
HMS
325
Hanseatic Management Services
New Mexico
$1K