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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$59K
Twin Tree Management
202
Twin Tree Management
Texas
$58K +$59K +3,634 New
SPIA
203
Steward Partners Investment Advisory
New York
$55K -$73.3K -4,520 -56%
NWM
204
Northwest Wealth Management
Iowa
$50K +$50.6K +3,120 New
CPIG
205
Chicago Partners Investment Group
Illinois
$48K +$16.2K +1,000 +50%
EDRH
206
Edmond de Rothschild Holding
Switzerland
$48K +$48.7K +3,000 New
PFO
207
Pathstone Family Office
New Jersey
$45K +$45.6K +2,811 New
NSIM
208
North Star Investment Management
Illinois
$42K +$16.2K +1,000 +61%
PMFA
209
Plante Moran Financial Advisors
Michigan
$39K +$39.5K +2,431 New
CIA
210
Cascade Investment Advisors
Oregon
$36.1K +$36.9K +2,275 New
LF
211
Lee Financial
Texas
$32K
TWA
212
TCI Wealth Advisors
Arizona
$32K
SIM
213
Sonora Investment Management
Arizona
$31.3K
IWM
214
IHT Wealth Management
Illinois
$30K
MGIA
215
Moneta Group Investment Advisors
Missouri
$27K -$3.25K -200 -10%
SF
216
Synovus Financial
Georgia
$27K +$25.7K +1,584 New
TFS
217
TrustCore Financial Services
Tennessee
$26K +$2.43K +150 +10%
ML
218
McAdam LLC
Pennsylvania
$26K +$26.7K +1,647 New
CA
219
Crewe Advisors
Utah
$24K -$779 -48 -3%
EWM
220
Endurance Wealth Management
Rhode Island
$24K
ARMC
221
American Research & Management Company
Massachusetts
$24K +$24.3K +1,500 +8,333%
SWM
222
SeaCrest Wealth Management
New York
$23K -$325K -20,013 -93%
MOS
223
MGO One Seven
Ohio
$23K
CCA
224
Catalyst Capital Advisors
New York
$22K -$2.61K -161 -10%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$22K