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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$29K +$29.2K +2,000 New
SIM
202
Sonora Investment Management
Arizona
$28.8K
MGIA
203
Moneta Group Investment Advisors
Missouri
$28K +$27.8K +1,910 New
NSIM
204
North Star Investment Management
Illinois
$24K
CCA
205
Catalyst Capital Advisors
New York
$23K
WAS
206
Winch Advisory Services
Wisconsin
$23K
CA
207
Crewe Advisors
Utah
$23K +$22.6K +1,548 New
RCG
208
Ruggie Capital Group
Florida
$23K +$22.6K +1,548 New
EWM
209
Endurance Wealth Management
Rhode Island
$22K
TFS
210
TrustCore Financial Services
Tennessee
$22K +$21.5K +1,474 New
MOS
211
MGO One Seven
Ohio
$22K +$21.6K +1,480 New
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$20K +$10.2K +700 +100%
AF
213
Allworth Financial
California
$19K
HCM
214
Highlander Capital Management
New Jersey
$18K -$423K -29,000 -96%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$17K
VFA
216
Valeo Financial Advisors
Indiana
$17K +$6.34K +435 +63%
TL
217
TrueWealth LLC
Georgia
$17K +$16.8K +1,152 New
TDC
218
Thompson Davis & Co
Virginia
$16K -$1.82K -125 -10%
SEI Investments
219
SEI Investments
Pennsylvania
$15K -$21.6K -1,483 -59%
AA
220
AlphaMark Advisors
Kentucky
$15K
KPCM
221
Kings Point Capital Management
New York
$15K
PCC
222
Park Circle Company
Maryland
$15K
TCOV
223
Trust Company of Vermont
Vermont
$15K
WAM
224
Watermark Asset Management
California
$15K
OIA
225
OneDigital Investment Advisors
Kansas
$15K +$7.29K +500 +100%