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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
Reilly Financial Advisors
California
$7K -$3.07K -82 -31%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$5K -$11.4K -304 -72%
IA
153
IFP Advisors
Florida
$4K
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$4K
WTC
155
WhitTier Trust Company
Nevada
$4K
APA
156
American Portfolios Advisors
New York
$3.03K
ZB
157
Zions Bancorporation
Utah
$3K
LAS
158
Lloyd Advisory Services
Georgia
$3K +$2.58K +69 New
BWM
159
BerganKDV Wealth Management
Minnesota
$3K +$2.73K +73 New
TPWA
160
TRUE Private Wealth Advisors
Oregon
$3K +$2.99K +80 New
AWA
161
Arkadios Wealth Advisors
Georgia
$2.43K +$2.58K +69 New
AA
162
Advisory Alpha
Michigan
$2.31K
PCG
163
Private Capital Group
Connecticut
$2K -$9.39K -251 -82%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$2K
GWM
165
Geneos Wealth Management
Colorado
$2K
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$2K
LWA
167
Lenox Wealth Advisors
New York
$2K
FCA
168
FinTrust Capital Advisors
South Carolina
$1K -$8.19K -219 -89%
CFGS
169
Concourse Financial Group Securities
Alabama
$1K -$224 -6 -32%
APC
170
Aspire Private Capital
North Carolina
$1K
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$1K
PWMG
172
Prestige Wealth Management Group
New Jersey
$1K +$898 +24 +267%
CAL
173
Capital Analysts LLC
Pennsylvania
$1K +$1.05K +28 New
SCA
174
Stonebridge Capital Advisors
Minnesota
$1K +$1.24K +33 New
LP
175
LMR Partners
United Kingdom
-$5.55M -150,116 Closed