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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$67K
EWM
402
Executive Wealth Management
Michigan
$66K
AAP
403
Arax Advisory Partners
Colorado
$60K +$53.6K +401 New
PCG
404
Private Capital Group
Connecticut
$56K -$3.87K -29 -5%
FGAM
405
Financial Gravity Asset Management
Texas
$48K +$43K +322 +10,733%
CFB
406
Cullen/Frost Bankers
Texas
$38K +$18K +135 +114%
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$35K -$24.3K -182 -43%
FPFS
408
First Personal Financial Services
North Carolina
$35K
LFG
409
Larson Financial Group
Missouri
$33K
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$33K +$29.7K +222 New
BDWM
411
Brewin Dolphin Wealth Management
Ireland
$32K
MA
412
MUFG Americas
New York
$30K -$52.6K -394 -66%
HWM
413
Holloway Wealth Management
Florida
$30K
EWA
414
Evolution Wealth Advisors
Florida
$27K +$23.8K +178 New
KFA
415
Krane Funds Advisors
New York
$27K +$24K +180 New
RWA
416
Ropes Wealth Advisors
Massachusetts
$26K +$23.4K +175 New
HWA
417
Heritage Wealth Advisors
Virginia
$25.3K
WEC
418
Winslow Evans & Crocker
Massachusetts
$22K -$1.6K -12 -8%
AA
419
AlphaMark Advisors
Kentucky
$22K
HPC
420
HM Payson & Co
Maine
$21K +$18.7K +140 New
AP
421
Advisors Preferred
Maryland
$19K -$268K -2,003 -94%
FCA
422
FinTrust Capital Advisors
South Carolina
$18K
CFG
423
Citizens Financial Group
Rhode Island
$18K +$16.3K +122 New
HNB
424
Huntington National Bank
Ohio
$17K -$3.74K -28 -20%
LF
425
Lee Financial
Texas
$17K