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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
576
James Investment Research
Ohio
$66K +$20.3K +500 +42%
Legal & General Group
577
Legal & General Group
United Kingdom
$63K
RPC
578
Rossmore Private Capital
Connecticut
$62.9K +$64.3K +1,586 New
FPS
579
Fieldpoint Private Securities
Connecticut
$62K -$387K -9,548 -86%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$58K -$3.24K -80 -5%
AFNAS
581
American Financial Network Advisory Services
California
$57K
IWM
582
IHT Wealth Management
Illinois
$53K +$810 +20 +2%
VFA
583
Valeo Financial Advisors
Indiana
$52K +$3.36K +83 +7%
WAM
584
Wealthspire Advisors (Maryland)
Maryland
$52K +$39.8K +982 +304%
CFA
585
Carroll Financial Associates
North Carolina
$51K
WA
586
Winfield Associates
Ohio
$51K +$1.22K +30 +2%
MFW
587
Mosaic Family Wealth
Missouri
$50K -$116K -2,856 -70%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$50K
TI
589
Turner Investments
Pennsylvania
$48K
HFP
590
Holistic Financial Partners
Indiana
$48K +$48.7K +1,202 New
RFM
591
Royal Fund Management
Florida
$46K +$23.7K +584 +101%
WIM
592
Westside Investment Management
California
$45.4K -$486 -12 -1%
LFA
593
Legacy Financial Advisors
Kentucky
$45K +$46.2K +1,140 New
STA
594
Summit Trail Advisors
New York
$42K +$39.4K +973 New
IP
595
Intellectus Partners
California
$40K
SFSIG
596
San Francisco Sentry Investment Group
California
$39K -$11.2K -277 -22%
SP
597
SWS Partners
Ohio
$39K +$39.5K +976 New
Victory Capital Management
598
Victory Capital Management
Texas
$37K -$10.5M -258,947 -100%
SWP
599
Strategic Wealth Partners
Ohio
$36K +$34.4K +850 New
FFG
600
Ford Financial Group
California
$35K +$33.6K +830 New