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Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
301
Victory Capital Management
Texas
$87K -$9M -182,711 -99%
IWM
302
IHT Wealth Management
Illinois
$79K +$444 +9 +0.6%
WEC
303
Winslow Evans & Crocker
Massachusetts
$70.4K +$49 +1 +0.1%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$67K +$65.3K +1,325 New
ARMC
305
American Research & Management Company
Massachusetts
$66K – – –
CTC
306
Central Trust Company
Missouri
$61K – – –
OIA
307
OneDigital Investment Advisors
Kansas
$55K +$54.2K +1,100 New
CIA
308
Cascade Investment Advisors
Oregon
$50.5K – – –
TCOV
309
Trust Company of Vermont
Vermont
$50K – – –
FWM
310
Focused Wealth Management
New York
$47K – – –
CPIG
311
Chicago Partners Investment Group
Illinois
$37K -$35.7K -725 -50%
CG
312
Cutler Group
California
$35K +$32.1K +651 +1,302%
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$34K -$3.06K -62 -8%
MA
314
MUFG Americas
New York
$34K – – –
FPFS
315
First Personal Financial Services
North Carolina
$33K – – –
WT
316
Whittier Trust
California
$30K – – –
OC
317
Oakworth Capital
Alabama
$29K – – –
GWM
318
Geneos Wealth Management
Colorado
$27K – – –
CB
319
Community Bank
New York
$25K – – –
CWM
320
Cranbrook Wealth Management
Michigan
$23K – – –
SIAS
321
Shine Investment Advisory Services
Colorado
$23K – – –
RFA
322
Reilly Financial Advisors
California
$20K – – –
AssetMark Inc
323
AssetMark Inc
California
$19K +$591 +12 +3%
PA
324
Parallel Advisors
California
$18K – – –
TG
325
TLP Group
Illinois
$15K +$14.7K +298 New