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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$25K +$11.5K +185 +86%
FHA
202
First Horizon Advisors
Tennessee
$25K +$24.9K +402 +2,010%
QT
203
Quantamental Technologies
New York
$19K -$43.1K -695 -70%
CTC
204
Central Trust Company
Missouri
$18K
GRP
205
Global Retirement Partners
California
$18K
ASN
206
Advisory Services Network
Georgia
$17K
RCAG
207
Rehmann Capital Advisory Group
Michigan
$16.4K +$4.28K +69 +35%
YWP
208
YorkBridge Wealth Partners
New York
$16K -$171K -2,754 -91%
LC
209
Lindbrook Capital
California
$16K -$4.78K -77 -22%
IWP
210
Icon Wealth Partners
Texas
$15K +$14.6K +236 New
AssetMark Inc
211
AssetMark Inc
California
$14K
ACA
212
Atlas Capital Advisors
Wyoming
$13.3K +$13.3K +214 New
GWMIA
213
Global Wealth Management Investment Advisory
Florida
$12K
WTC
214
WhitTier Trust Company
Nevada
$12K
EFSCE
215
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$8.81K +142 +263%
RIA
216
Realta Investment Advisors
Delaware
$12K +$12.4K +200 New
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$10K -$27.2K -439 -73%
GT
218
Glenmede Trust
Pennsylvania
$10K -$1.55K -25 -13%
PB
219
Pinnacle Bancorp
Nebraska
$10K
RFC
220
Regions Financial Corp
Alabama
$8K -$168K -2,715 -96%
AC
221
Avestar Capital
New York
$8K -$81.7K -1,317 -91%
BL
222
Balentine LLC
Georgia
$7K
BCA
223
Berman Capital Advisors
Georgia
$5K -$1.49K -24 -20%
DWA
224
Dougherty Wealth Advisers
Minnesota
$5K
FPFS
225
First Personal Financial Services
North Carolina
$4K +$4.16K +67 New