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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$57K +$761 +59 +1%
SFPIA
202
Stevens First Principles Investment Advisors
California
$52K -$5.87K -455 -10%
FFW
203
Fusion Family Wealth
New York
$52K +$51.6K +4,000 New
GRP
204
Global Retirement Partners
California
$51K +$2.58K +200 +5%
RIA
205
RPG Investment Advisory
California
$45K +$36.5K +2,830 +515%
NWM
206
Northwest Wealth Management
Iowa
$44K +$3.35K +260 +8%
FHA
207
Flagship Harbor Advisors
Massachusetts
$44K +$44K +3,412 New
CCM
208
Covington Capital Management
California
$40K -$32.2K -2,500 -45%
CF
209
Centaurus Financial
California
$40K +$39.4K +3,054 New
CPIG
210
Chicago Partners Investment Group
Illinois
$39K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$38K +$30.9K +2,394 +443%
JA
212
JOYN Advisors
Georgia
$37K +$36.8K +2,850 New
WEC
213
Winslow Evans & Crocker
Massachusetts
$36K +$19.3K +1,500 +133%
AF
214
Allworth Financial
California
$35K +$17.6K +1,364 +106%
PMFA
215
Plante Moran Financial Advisors
Michigan
$32K – – –
RE
216
RBC Europe
United Kingdom
$30.2K +$18.4K +1,430 +163%
JCM
217
Jacobi Capital Management
Pennsylvania
$29K +$15.3K +1,185 +119%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$28K -$67.1K -5,200 -71%
MLIC
219
Mandatum Life Insurance Company
Finland
$28K +$27.4K +2,125 New
LF
220
Lee Financial
Texas
$26K – – –
SIM
221
Sonora Investment Management
Arizona
$26K – – –
TWA
222
TCI Wealth Advisors
Arizona
$26K – – –
CA
223
Crewe Advisors
Utah
$26K +$6.45K +500 +33%
VFA
224
Valeo Financial Advisors
Indiana
$25K +$19.3K +1,500 +300%
ML
225
McAdam LLC
Pennsylvania
$22K – – –