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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
201
Private Capital Group
Connecticut
$24K -$97.4K -2,260 -81%
CA
202
Crewe Advisors
Utah
$23K
CG
203
Cutler Group
California
$22K +$21K +488 New
SPIA
204
Steward Partners Investment Advisory
New York
$20.8K
CCA
205
Column Capital Advisors
Indiana
$19K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$17K +$5.73K +133 +55%
SFS
207
Sowell Financial Services
Arkansas
$16K -$3.58K -83 -19%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$16K
AWA
209
Arkadios Wealth Advisors
Georgia
$15K +$15K +348 New
AssetMark Inc
210
AssetMark Inc
California
$14K -$4.95K -115 -28%
SWM
211
Spire Wealth Management
Virginia
$14K +$13.1K +303 New
ACA
212
Atlas Capital Advisors
Wyoming
$13.5K -$67.6K -1,570 -84%
CFA
213
Carroll Financial Associates
North Carolina
$12K
AIC
214
Ameritas Investment Company
Nebraska
$10.1K +$9.48K +220 New
FCA
215
FinTrust Capital Advisors
South Carolina
$10K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$10K +$4.65K +108 +98%
BWM
217
Baystate Wealth Management
Massachusetts
$9K +$215 +5 +3%
WT
218
Washington Trust
Rhode Island
$6K
KFP
219
KB Financial Partners
New Jersey
$6K +$5.73K +133 New
Jones Financial Companies
220
Jones Financial Companies
Missouri
$5K -$6.33K -147 -55%
S
221
SignatureFD
Georgia
$5K -$3.02K -70 -39%
LWA
222
Lenox Wealth Advisors
New York
$5K
RCA
223
Ranch Capital Advisors
Florida
$5K
WT
224
Whittier Trust
California
$5K
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$5K +$2.37K +55 +115%