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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
551
Stevens First Principles Investment Advisors
California
$33K – – –
WIM
552
Westside Investment Management
California
$32.8K – – –
WA
553
WFG Advisors
Texas
$31K -$5.41K -102 -15%
AssetMark Inc
554
AssetMark Inc
California
$29K +$27.5K +518 New
EWM
555
Edge Wealth Management
New York
$28K – – –
CBT
556
Central Bank & Trust
Kentucky
$28K +$26.5K +500 New
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$27.6K – – –
RFM
558
Royal Fund Management
Florida
$27K +$26.5K +500 New
SFG
559
SevenBridge Financial Group
Pennsylvania
$26K -$30.5K -574 -55%
FIB
560
First Interstate Bank
Montana
$26K – – –
SF
561
Synovus Financial
Georgia
$25K – – –
EWM
562
Endurance Wealth Management
Rhode Island
$24K +$21.2K +400 +1,000%
CAG
563
Crestwood Advisors Group
Massachusetts
$24K +$22.3K +420 New
SIM
564
Sonora Investment Management
Arizona
$22.1K – – –
AF
565
Allworth Financial
California
$22K – – –
MMG
566
Monetary Management Group
Missouri
$22K – – –
PFGIA
567
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
VCM
568
Vigilant Capital Management
Maine
$22K – – –
PHK
569
Point72 Hong Kong
Hong Kong
$21K -$179K -3,378 -90%
BIG
570
Bellwether Investment Group
Tennessee
$21K -$66.7K -1,256 -77%
ACS
571
Archford Capital Strategies
Illinois
$21K – – –
NFG
572
Next Financial Group
Texas
$19K -$72.2K -1,360 -80%
DSC
573
Duncker Streett & Co
Missouri
$19K – – –
GAM
574
Gemmer Asset Management
California
$19K – – –
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$17K -$2.97K -56 -16%