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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$23K
GWM
102
Geneos Wealth Management
Colorado
$23K +$4.02K +74 +11%
PA
103
Parallel Advisors
California
$20K -$26.3K -483 -44%
FPB
104
First PREMIER Bank
South Dakota
$19K
ADL
105
Asset Dedication LLC
California
$18K
JWA
106
JFS Wealth Advisors
Pennsylvania
$16K +$489 +9 +2%
EWM
107
EPG Wealth Management
Georgia
$15K
WQ
108
Wealth Quarterback
New Jersey
$14.8K
JP Morgan Chase
109
JP Morgan Chase
New York
$11K -$3.75M -69,023 -100%
TIM
110
Tortoise Investment Management
New York
$10K
LC
111
Lindbrook Capital
California
$9K -$40.6K -747 -74%
VFA
112
Valeo Financial Advisors
Indiana
$9K +$2.01K +37 +18%
NFG
113
Next Financial Group
Texas
$8K
BFC
114
Bedel Financial Consulting
Indiana
$7K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$7K
ZB
116
Zions Bancorporation
Utah
$6K -$5.11K -94 -36%
KPW
117
Kore Private Wealth
New York
$6K +$8.86K +163 +4,075%
TRCT
118
Tower Research Capital (TRC)
New York
$5K -$3.42K -63 -32%
WTC
119
WhitTier Trust Company
Nevada
$5K
ASN
120
Advisory Services Network
Georgia
$4K -$4.08K -75 -39%
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$54 -1 -0.8%
APA
122
American Portfolios Advisors
New York
$3.61K
SPIA
123
Steward Partners Investment Advisory
New York
$3K -$44.4K -817 -88%
IA
124
IFP Advisors
Florida
$3K -$489 -9 -9%
SWM
125
Sugarloaf Wealth Management
Georgia
$3K