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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Bruderman Asset Management
New York
$41K
SPIA
102
Steward Partners Investment Advisory
New York
$41K
QI
103
QS Investors
New York
$33K +$9.69K +365 +38%
THWM
104
Taylor Hoffman Wealth Management
Virginia
$30K
GWM
105
Geneos Wealth Management
Colorado
$30K +$956 +36 +3%
LFG
106
LifePlan Financial Group
Ohio
$30K +$10.6K +400 +50%
FANJ
107
Financial Architects (New Jersey)
New Jersey
$30K +$18.6K +700 +140%
IA
108
IFP Advisors
Florida
$30K +$31.9K +1,200 New
CB
109
CNB Bank
Pennsylvania
$29K
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$29.9K +1,127 New
HT
111
Heritage Trust
Oklahoma
$25K
AIM
112
Advantage Investment Management
Iowa
$25K +$982 +37 +4%
GI
113
Gradient Investments
Minnesota
$23K +$186 +7 +0.8%
SWM
114
SeaCrest Wealth Management
New York
$21K
JCM
115
Jacobi Capital Management
Pennsylvania
$20K
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$15K -$9.03K -340 -35%
CTC
117
Central Trust Company
Missouri
$14K
RCAG
118
Rehmann Capital Advisory Group
Michigan
$12K +$12.8K +482 New
FNB
119
Farmers National Bank
Kentucky
$12K
BC
120
Barnett & Company
Tennessee
$12K +$13.3K +500 New
SMFS
121
Squar Milner Financial Services
California
$10K +$10.8K +405 New
CWM
122
Cedar Wealth Management
California
$7K
SFM
123
Signet Financial Management
New Jersey
$5K +$5.31K +200 New
FHA
124
Flagship Harbor Advisors
Massachusetts
$5K +$5.5K +207 New
PA
125
Parallel Advisors
California
$5K +$5.87K +221 New