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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$25K -$1.91K -25 -7%
SWM
377
SeaCrest Wealth Management
New York
$25K +$23.4K +306 New
RIA
378
RPG Investment Advisory
California
$24K – – –
MOS
379
MGO One Seven
Ohio
$22K +$20.7K +271 New
WCBA
380
Weaver C. Barksdale & Associates
Tennessee
$21K +$1.07K +14 +6%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
FHA
382
First Horizon Advisors
Tennessee
$18K -$4.43K -58 -20%
GAM
383
Gemmer Asset Management
California
$18K – – –
SPIA
384
Steward Partners Investment Advisory
New York
$17K – – –
CJA
385
C-J Advisory
California
$15K +$1.76K +23 +14%
ASN
386
Advisory Services Network
Georgia
$11K -$1.45K -19 -12%
LF
387
Lee Financial
Texas
$11K – – –
STA
388
Summit Trail Advisors
New York
$11K +$9.71K +127 New
IWP
389
Icon Wealth Partners
Texas
$11K +$10K +131 New
PCP
390
Proficio Capital Partners
Massachusetts
$10K – – –
SIAS
391
Shine Investment Advisory Services
Colorado
$10K – – –
QCG
392
Quadrant Capital Group
Ohio
$10K +$2.9K +38 +30%
AIM
393
Arcadia Investment Management
Michigan
$9K -$15.3K -200 -65%
GT
394
Greenleaf Trust
Michigan
$9K -$5.12K -67 -37%
HNB
395
Huntington National Bank
Ohio
$9K -$2.29K -30 -22%
SIM
396
Sonora Investment Management
Arizona
$8.14K – – –
AF
397
Allworth Financial
California
$8K – – –
IWM
398
IHT Wealth Management
Illinois
$8K +$76 +1 +1%
AC
399
Avestar Capital
New York
$8K +$7.8K +102 New
PA
400
Parallel Advisors
California
$7K – – –