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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$13K
BL
302
Balentine LLC
Georgia
$13K +$13.3K +105 New
GEA
303
Glen Eagle Advisors
New Jersey
$12.5K
SWA
304
Sutton Wealth Advisors
Florida
$12.4K
CHP
305
Cable Hill Partners
Oregon
$12K -$15.4K -122 -55%
CAC
306
Certified Advisory Corp
Florida
$12K
HT
307
Heritage Trust
Oklahoma
$12K
RIA
308
RPG Investment Advisory
California
$12K
AA
309
Ancora Advisors
Ohio
$12K +$12.6K +100 New
OFW
310
Omnia Family Wealth
Florida
$11K
OIA
311
OneDigital Investment Advisors
Kansas
$11K
TL
312
TrueWealth LLC
Georgia
$11K
TFS
313
TrustCore Financial Services
Tennessee
$10K
CPIG
314
Chicago Partners Investment Group
Illinois
$9K
PMFA
315
Plante Moran Financial Advisors
Michigan
$8K +$126 +1 +2%
VCM
316
Vigilant Capital Management
Maine
$8K +$8.22K +65 New
APP
317
Avantax Planning Partners
Iowa
$8K +$8.6K +68 New
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$7K -$3.41K -27 -33%
Macquarie Group
319
Macquarie Group
Australia
$7K
GAM
320
Gemmer Asset Management
California
$6K -$8.47K -67 -58%
LFG
321
LifePlan Financial Group
Ohio
$6K
CS
322
Candriam SCA
Luxembourg
$5K -$126 -1 -3%
WTC
323
WhitTier Trust Company
Nevada
$5K
AssetMark Inc
324
AssetMark Inc
California
$4K +$1.77K +14 +88%
FRA
325
Front Row Advisors
California
$3K