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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
151
Pin Oak Investment Advisors
Texas
$10K
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$8.58K +$9.91K +392 New
CA
153
Clearstead Advisors
Ohio
$7.56K -$2.68K -106 -21%
EBA
154
Eagle Bay Advisors
New York
$7.17K
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.99K
BIA
156
Bell Investment Advisors
California
$5.83K +$607 +24 +10%
MSG
157
Main Street Group
Virginia
$5.47K
PPC
158
Park Place Capital
Alabama
$5.25K
IA
159
IFP Advisors
Florida
$4.81K
WTA
160
Washington Trust Advisors
Massachusetts
$4.63K
AssetMark Inc
161
AssetMark Inc
California
$4.12K -$83.7K -3,310 -95%
FCA
162
FinTrust Capital Advisors
South Carolina
$3.63K
AF
163
Allworth Financial
California
$3.41K
NS
164
NBC Securities
Alabama
$3K -$1.11K -44 -21%
BGAI
165
Bruce G. Allen Investments
Colorado
$2.36K -$1.24K -49 -32%
RFG
166
RFP Financial Group
Georgia
$2.09K -$2.53K -100 -52%
RWM
167
Raffa Wealth Management
District of Columbia
$1.54K
SPIA
168
Steward Partners Investment Advisory
New York
$1.47K +$1.67K +66 New
BCMLT
169
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.38K +$1.57K +62 New
RAM
170
Ramirez Asset Management
New York
$1.17K -$2.41M -95,542 -100%
SAM
171
Smartleaf Asset Management
Massachusetts
$1.09K +$1.24K +49 New
HCP
172
Hexagon Capital Partners
Arkansas
$1.02K
GRP
173
Global Retirement Partners
California
$890
FFA
174
Farther Finance Advisors
California
$679 -$1.82K -72 -70%
AWM
175
Abound Wealth Management
Tennessee
$468