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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$29K +$4.03K +50 +16%
CAW
352
Cornerstone Advisors (Washington)
Washington
$28K +$1.13K +14 +4%
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K -$18.3K -227 -41%
RIA
354
RPG Investment Advisory
California
$27K +$2.42K +30 +10%
FBT
355
First Bank & Trust
South Dakota
$26K -$335K -4,167 -93%
MOS
356
MGO One Seven
Ohio
$22K
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$21K +$1.37K +17 +7%
IIC
358
Integrated Investment Consultants
Michigan
$19K +$19K +236 New
FHA
359
First Horizon Advisors
Tennessee
$18K
GAM
360
Gemmer Asset Management
California
$18K
BFEC
361
Benjamin F. Edwards & Company
Missouri
$17K +$16.7K +207 New
HL
362
Harding Loevner
New Jersey
$15K +$14.5K +180 New
VFA
363
Valeo Financial Advisors
Indiana
$14K +$7K +87 +96%
OGC
364
Oak Grove Capital
New Hampshire
$14K +$14.1K +175 New
SPIA
365
Steward Partners Investment Advisory
New York
$13K -$3.94K -49 -22%
PCP
366
Proficio Capital Partners
Massachusetts
$12K +$1.93K +24 +19%
LF
367
Lee Financial
Texas
$11K
QCG
368
Quadrant Capital Group
Ohio
$10K
SIAS
369
Shine Investment Advisory Services
Colorado
$10K
AF
370
Allworth Financial
California
$10K +$1.37K +17 +17%
HNB
371
Huntington National Bank
Ohio
$9K
PA
372
Parallel Advisors
California
$9K +$2.17K +27 +34%
RCAG
373
Rehmann Capital Advisory Group
Michigan
$9K +$9.02K +112 New
SIM
374
Sonora Investment Management
Arizona
$8.14K
CJA
375
C-J Advisory
California
$8K -$6.68K -83 -44%