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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Doyle Wealth Management
Florida
$59K +$56.7K +864 New
KCPG
652
Kavar Capital Partners Group
Kansas
$59K +$56.7K +864 New
HGWM
653
Harvest Group Wealth Management
Massachusetts
$55K
HCM
654
Highlander Capital Management
New Jersey
$55K
RWA
655
Redhawk Wealth Advisors
Minnesota
$55K +$52.5K +800 New
CFGS
656
Concourse Financial Group Securities
Alabama
$52K +$8.79K +134 +21%
NIM
657
NuWave Investment Management
New Jersey
$52K +$49.5K +754 New
RA
658
Rational Advisors
New York
$52K +$49.5K +754 New
FIB
659
First Interstate Bank
Montana
$51K
MCM
660
MV Capital Management
Maryland
$51K
GRP
661
Global Retirement Partners
California
$51K +$6.3K +96 +15%
AssetMark Inc
662
AssetMark Inc
California
$51K +$22.2K +338 +83%
QT
663
Quantamental Technologies
New York
$50K +$47.9K +730 New
ESB
664
Essex Savings Bank
Connecticut
$49K +$40.5K +618 +618%
MAM
665
Meeder Asset Management
Ohio
$47K +$44.7K +682 New
PCP
666
Proficio Capital Partners
Massachusetts
$44K +$12.9K +196 +44%
CCM
667
Cribstone Capital Management
Maine
$40K -$2.49K -38 -6%
MG
668
MilWealth Group
Wisconsin
$39.6K
AC
669
Avestar Capital
New York
$39K
VLKIM
670
Van Lanschot Kempen Investment Management
Netherlands
$38K -$235K -3,576 -87%
OC
671
Oakworth Capital
Alabama
$33K -$21.1K -322 -40%
PCG
672
Private Capital Group
Connecticut
$33K -$1.31K -20 -3%
IFAM
673
Institutional & Family Asset Management
Colorado
$32K +$131 +2 +0.4%
SIM
674
Sonora Investment Management
Arizona
$32K +$7.35K +112 +31%
PFBT
675
Parkside Financial Bank & Trust
Missouri
$31K +$4.59K +70 +18%