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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
501
West Paces Advisors
Georgia
$12.4K – – –
EWA
502
Evolution Wealth Advisors
Florida
$11K -$31.1K -80 -73%
CTC
503
Central Trust Company
Missouri
$11K – – –
IA
504
IFP Advisors
Florida
$11K +$389 +1 +4%
GRP
505
Global Retirement Partners
California
$11K +$7.4K +19 +173%
HF
506
Halpern Financial
Virginia
$10.5K – – –
DAM
507
Delta Asset Management
Tennessee
$9K – – –
TWM
508
Tradition Wealth Management
Minnesota
$9K – – –
TPCW
509
TD Private Client Wealth
New York
$7.91K -$3.5K -9 -30%
FF
510
FourThought Financial
Florida
$7K -$280K -718 -97%
EW
511
Evoke Wealth
California
$7K – – –
PFBT
512
Parkside Financial Bank & Trust
Missouri
$7K +$1.17K +3 +20%
BFEC
513
Benjamin F. Edwards & Company
Missouri
$6K – – –
EARNEST Partners
514
EARNEST Partners
Georgia
$6K – – –
RIM
515
Ranger Investment Management
Texas
$6K – – –
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$5K -$779 -2 -14%
PWMG
517
Prestige Wealth Management Group
New Jersey
$5K – – –
GWS
518
Glassman Wealth Services
Virginia
$5K +$1.17K +3 +30%
MCM
519
MV Capital Management
Maryland
$5K +$2.73K +7 +117%
DWP
520
Destiny Wealth Partners
Florida
$5K +$5.06K +13 New
MG
521
MilWealth Group
Wisconsin
$4.52K +$4.67K +12 New
PGAM
522
Princeton Global Asset Management
New Jersey
$4K – – –
TWA
523
TCI Wealth Advisors
Arizona
$4K – – –
RWM
524
Raffa Wealth Management
District of Columbia
$3.77K – – –
BWM
525
BerganKDV Wealth Management
Minnesota
$3K – – –