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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
401
Fortem Financial Group
California
$103K -$47.8K -779 -32%
CAM
402
Claret Asset Management
Quebec, Canada
$102K +$1.9K +31 +2%
Mission Wealth Management
403
Mission Wealth Management
California
$102K +$37.3K +607 +61%
SFA
404
Spectrum Financial Alliance
Kentucky
$102K +$98.5K +1,605 New
GCA
405
Genesee Capital Advisors
New York
$100K -$15.2K -248 -14%
FFA
406
Founders Financial Alliance
North Carolina
$100K – – –
SteelPeak Wealth
407
SteelPeak Wealth
California
$100K – – –
IndexIQ Advisors
408
IndexIQ Advisors
New York
$100K +$46.9K +764 +96%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$100K +$96.2K +1,566 New
VWA
410
V Wealth Advisors
Kansas
$100K +$96.8K +1,577 New
SSB
411
Sandy Spring Bank
Maryland
$99K -$15K -245 -14%
BWA
412
BDO Wealth Advisors
Florida
$99K – – –
CCMD
413
Cypress Capital Management (Delaware)
Delaware
$99K +$95.5K +1,555 New
RA
414
Rational Advisors
New York
$98K +$93.9K +1,529 +10,921%
LDFR
415
Lehman & Derafelo Financial Resources
Pennsylvania
$97K – – –
BFS
416
Bard Financial Services
Connecticut
$97K +$93.2K +1,518 New
Hancock Whitney
417
Hancock Whitney
Mississippi
$96K – – –
Johnson Investment Counsel
418
Johnson Investment Counsel
Ohio
$96K – – –
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$95K – – –
Integrated Wealth Concepts
420
Integrated Wealth Concepts
Massachusetts
$95K – – –
FHA
421
Flagship Harbor Advisors
Massachusetts
$95K +$3.68K +60 +4%
Winton Group
422
Winton Group
United Kingdom
$95K +$91.7K +1,494 New
PCS
423
Personal CFO Solutions
New Jersey
$95K +$91.8K +1,495 New
Cullen/Frost Bankers
424
Cullen/Frost Bankers
Texas
$94K – – –
FFG
425
Frisch Financial Group
New York
$94K +$246 +4 +0.3%