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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
351
Winch Advisory Services
Wisconsin
$31K
ASN
352
Advisory Services Network
Georgia
$30K -$632 -23 -2%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$29K +$28.4K +1,035 New
CIA
354
CSat Investment Advisory
Michigan
$28K +$3.82K +139 +16%
APWM
355
Atlas Private Wealth Management
New York
$28K +$27.8K +1,012 New
SPIA
356
Steward Partners Investment Advisory
New York
$26K -$76.4K -2,779 -74%
SMFS
357
Squar Milner Financial Services
California
$26K +$26.8K +977 New
FWM
358
Focused Wealth Management
New York
$24K
SA
359
SRH Advisors
Kansas
$23K
S
360
SignatureFD
Georgia
$22K +$1.35K +49 +6%
EW
361
Evoke Wealth
California
$21.4K
CWP
362
CFM Wealth Partners
Texas
$21K +$17.9K +651 New
AA
363
AlphaMark Advisors
Kentucky
$20K
GWM
364
Geneos Wealth Management
Colorado
$19K -$2.36K -86 -11%
ACM
365
Allred Capital Management
Texas
$16.6K +$16.5K +601 New
CHAM
366
Clear Harbor Asset Management
Connecticut
$15.9K +$15.9K +578 New
CAW
367
Cornerstone Advisors (Washington)
Washington
$15K
BCA
368
Berman Capital Advisors
Georgia
$13K +$1.81K +66 +16%
OPS
369
Orion Portfolio Solutions
Nebraska
$13K +$12.9K +468 New
KWM
370
Keebeck Wealth Management
Illinois
$13K +$13.4K +489 New
DAM
371
Delta Asset Management
Tennessee
$10K
SF
372
Synovus Financial
Georgia
$9K -$11.8K -428 -56%
GAM
373
Gemmer Asset Management
California
$9K
AssetMark Inc
374
AssetMark Inc
California
$8K -$3.96K -144 -32%
IRC
375
Investors Research Corp
Georgia
$8K