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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$29K +$10.2K +700 +52%
CPIG
202
Chicago Partners Investment Group
Illinois
$29K +$29.2K +2,000 New
SIM
203
Sonora Investment Management
Arizona
$28.8K – – –
MGIA
204
Moneta Group Investment Advisors
Missouri
$28K +$27.8K +1,910 New
NSIM
205
North Star Investment Management
Illinois
$24K – – –
CCA
206
Catalyst Capital Advisors
New York
$23K – – –
WAS
207
Winch Advisory Services
Wisconsin
$23K – – –
CA
208
Crewe Advisors
Utah
$23K +$22.6K +1,548 New
RCG
209
Ruggie Capital Group
Florida
$23K +$22.6K +1,548 New
EWM
210
Endurance Wealth Management
Rhode Island
$22K – – –
TFS
211
TrustCore Financial Services
Tennessee
$22K +$21.5K +1,474 New
MOS
212
MGO One Seven
Ohio
$22K +$21.6K +1,480 New
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$20K +$10.2K +700 +100%
AF
214
Allworth Financial
California
$19K – – –
HCM
215
Highlander Capital Management
New Jersey
$18K -$423K -29,000 -96%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
VFA
217
Valeo Financial Advisors
Indiana
$17K +$6.34K +435 +63%
TL
218
TrueWealth LLC
Georgia
$17K +$16.8K +1,152 New
TDC
219
Thompson Davis & Co
Virginia
$16K -$1.82K -125 -10%
SEI Investments
220
SEI Investments
Pennsylvania
$15K -$21.6K -1,483 -59%
AA
221
AlphaMark Advisors
Kentucky
$15K – – –
KPCM
222
Kings Point Capital Management
New York
$15K – – –
PCC
223
Park Circle Company
Maryland
$15K – – –
TCOV
224
Trust Company of Vermont
Vermont
$15K – – –
WAM
225
Watermark Asset Management
California
$15K – – –