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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Aevitas Wealth Management
Massachusetts
$64K +$354 +6 +0.6%
OIA
627
OneDigital Investment Advisors
Kansas
$64K +$64.9K +1,100 New
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$62.6K -$71.9K -1,220 -53%
CAL
629
Capital Advisors Ltd
Ohio
$61K – – –
GLI
630
Guardian Life Insurance
New York
$59K – – –
KA
631
Kaizen Advisory
Illinois
$59K +$12.9K +218 +28%
ACA
632
Atlas Capital Advisors
Wyoming
$56K +$56.4K +956 New
LWM
633
Liberty Wealth Management
California
$54K +$54.8K +930 New
DWM
634
Destination Wealth Management
California
$52K – – –
Parallax Volatility Advisers
635
Parallax Volatility Advisers
California
$51K +$51.7K +877 New
JFA
636
JNBA Financial Advisors
Minnesota
$50K -$43.1K -731 -46%
OFS
637
Orrstown Financial Services
Pennsylvania
$48K -$25.9K -439 -35%
EAM
638
Eukles Asset Management
Ohio
$48K +$48.7K +826 New
OC
639
Oakworth Capital
Alabama
$46K – – –
PB
640
Pinnacle Bancorp
Nebraska
$46K +$46.3K +786 New
AssetMark Inc
641
AssetMark Inc
California
$43K -$2.22M -37,631 -98%
WAP
642
Wealthcare Advisory Partners
Pennsylvania
$41K -$2.95K -50 -7%
BCA
643
Berman Capital Advisors
Georgia
$41K +$41.6K +705 New
NFG
644
Next Financial Group
Texas
$40K +$13K +220 +48%
AF
645
Allworth Financial
California
$39K -$1.71K -29 -4%
MIFH
646
Migdal Insurance & Financial Holdings
Israel
$38K -$5.25K -89 -12%
FHA
647
First Horizon Advisors
Tennessee
$38K +$5.37K +91 +16%
BWA
648
Burt Wealth Advisors
Maryland
$37K – – –
MIM
649
Macroview Investment Management
Maryland
$35K -$1.06K -18 -3%
RFA
650
Reilly Financial Advisors
California
$35K +$35.4K +600 New