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Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Advisornet Financial
Minnesota
$120K -$2.41K -11 -2%
NIMI
627
Natixis Investment Managers International
France
$117K
VAG
628
VisionPoint Advisory Group
Texas
$103K +$18.4K +84 +20%
KFI
629
Key Financial Inc
Pennsylvania
$99.7K
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$99.1K +$5.7K +26 +6%
JSAM
631
J. Safra Asset Management
New York
$94.3K +$68.2K +311 +209%
C
632
Covestor
United Kingdom
$91K +$16.7K +76 +21%
UB
633
UMB Bank
Missouri
$89.2K -$439 -2 -0.5%
SAM
634
Smartleaf Asset Management
Massachusetts
$83.1K +$5.92K +27 +7%
IA
635
IFP Advisors
Florida
$83K -$5.92K -27 -6%
CSP
636
Cary Street Partners
Virginia
$80.2K +$85.6K +390 New
RS
637
R Squared
Hong Kong
$78.1K +$83.4K +380 New
SO
638
Sierra Ocean
California
$77.7K +$82.9K +378 New
FDW
639
Fourth Dimension Wealth
Ohio
$76.5K +$81.6K +372 New
SIM
640
Sentry Investment Management
Wisconsin
$76K -$13.2K -60 -14%
OP
641
ORG Partners
Indiana
$69.9K -$1.32K -6 -2%
BTI
642
Blue Trust Inc
Georgia
$69.7K -$132K -602 -64%
CFGS
643
Concourse Financial Group Securities
Alabama
$60.3K +$4.39K +20 +8%
ADL
644
Asset Dedication LLC
California
$59.8K
CH
645
Cromwell Holdings
Wyoming
$57.6K
GRP
646
Global Retirement Partners
California
$57.2K -$163K -744 -73%
HI
647
Harbour Investments
Wisconsin
$55.7K -$878 -4 -1%
MWM
648
Mascoma Wealth Management
New Hampshire
$53.4K -$3.29K -15 -5%
PCM
649
Penserra Capital Management
California
$52K +$55.1K +251 +2,789%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$50.4K +$2.19K +10 +4%