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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Penserra Capital Management
California
$37K -$534K -7,720 -93%
DWM
552
Doyle Wealth Management
Florida
$36K +$37.6K +544 New
KA
553
Kaizen Advisory
Illinois
$35K +$7.54K +109 +26%
LWM
554
Liberty Wealth Management
California
$35K +$36.9K +533 New
GLI
555
Guardian Life Insurance
New York
$34K – – –
SFSIG
556
San Francisco Sentry Investment Group
California
$33K -$16.1K -233 -32%
BWA
557
BDO Wealth Advisors
Florida
$33K – – –
FFW
558
Fusion Family Wealth
New York
$33K – – –
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
QCIG
560
Quad-Cities Investment Group
Iowa
$33K – – –
SLF
561
Sun Life Financial
Ontario, Canada
$33K +$277 +4 +0.8%
SMFS
562
Squar Milner Financial Services
California
$32K – – –
Pacer Advisors
563
Pacer Advisors
Pennsylvania
$30K -$638K -9,221 -95%
GWM
564
Geneos Wealth Management
Colorado
$30K -$13.8K -200 -30%
VCM
565
Vigilant Capital Management
Maine
$28K – – –
GRP
566
Global Retirement Partners
California
$27K -$208 -3 -0.7%
FCA
567
FinTrust Capital Advisors
South Carolina
$26K +$26.5K +383 New
WAM
568
Wealthspire Advisors (Maryland)
Maryland
$25K +$2.01K +29 +8%
BWA
569
Burt Wealth Advisors
Maryland
$24K – – –
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$23K +$8.51K +123 +55%
SF
571
Synovus Financial
Georgia
$23K -$1.73K -25 -7%
PCP
572
Proficio Capital Partners
Massachusetts
$23K -$138 -2 -0.6%
PGWM
573
Parisi Gray Wealth Management
New Jersey
$23K – – –
CBT
574
Capital Bank & Trust
California
$21K – – –
CIA
575
CSat Investment Advisory
Michigan
$21K +$8.99K +130 +70%