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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Rialto Wealth Management
New York
$32.8K – – –
SS
602
SBI Securities
Japan
$32.4K -$791 -11 -2%
FFA
603
Frazier Financial Advisors
Ohio
$31.8K – – –
NB
604
NBT Bank
New York
$30.8K – – –
AF
605
Allworth Financial
California
$30.1K +$5.25K +73 +18%
GM
606
GeoWealth Management
Illinois
$27.6K +$17.7K +246 +141%
PMFA
607
Plante Moran Financial Advisors
Michigan
$27.6K – – –
CWM
608
Crowley Wealth Management
Delaware
$26.3K – – –
GWSA
609
Global Wealth Strategies & Associates
Colorado
$24.4K – – –
NC
610
NewSquare Capital
Pennsylvania
$21.5K +$23.3K +324 +8,100%
HWM
611
Hemington Wealth Management
Virginia
$21K +$3.45K +48 +17%
GP
612
Greenline Partners
New York
$20.4K – – –
GWM
613
Geneos Wealth Management
Colorado
$20K +$863 +12 +4%
AWM
614
AllSquare Wealth Management
New York
$19.7K – – –
QC
615
Quent Capital
New York
$18.8K -$3.31K -46 -14%
SIC
616
Salem Investment Counselors
North Carolina
$18.6K +$20.3K +283 New
AF
617
Advisornet Financial
Minnesota
$18.1K +$431 +6 +2%
CA
618
Clearstead Advisors
Ohio
$17.2K +$18.1K +252 +2,520%
BIA
619
Bell Investment Advisors
California
$16.7K +$1.01K +14 +6%
DIP
620
DT Investment Partners
Pennsylvania
$15.8K – – –
RMP
621
Richards, Merrill & Peterson
Washington
$15.8K – – –
JWA
622
JFS Wealth Advisors
Pennsylvania
$15.7K +$216 +3 +1%
PP
623
Pacifica Partners
Canada
$15.1K – – –
SO
624
Sierra Ocean
California
$14.3K -$1.87K -26 -11%
BSB
625
Bangor Savings Bank
Maine
$13.1K – – –
23 24
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