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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$52.2K +516 +91%
QP
402
Quilter Plc
United Kingdom
$91K – – –
HI
403
Harbour Investments
Wisconsin
$86K +$50K +494 +101%
FPA
404
First Pacific Advisors
California
$79K +$91K +900 New
RFA
405
Reilly Financial Advisors
California
$78K +$89.1K +881 New
TWM
406
Tradition Wealth Management
Minnesota
$74K – – –
EBA
407
Eagle Bay Advisors
New York
$72K +$42.5K +420 +105%
SWM
408
Spire Wealth Management
Virginia
$70K -$1.52K -15 -2%
GKWIM
409
Gerber Kawasaki Wealth & Investment Management
California
$66K +$75.9K +750 New
TFGT
410
TS Financial Group (TSFG)
Illinois
$63K +$3.54K +35 +5%
IA
411
IFP Advisors
Florida
$53K -$42.5K -420 -41%
KIG
412
Kowal Investment Group
Wisconsin
$52K +$59.7K +590 New
First Manhattan
413
First Manhattan
New York
$51K +$3.14K +31 +6%
TRCT
414
Tower Research Capital (TRC)
New York
$50K -$47.4K -469 -45%
SOW
415
State of Wyoming
Wyoming
$50K -$22.7K -224 -29%
NFG
416
Next Financial Group
Texas
$47K +$16.4K +162 +44%
BWP
417
Baldwin Wealth Partners
Massachusetts
$44K – – –
CLOS
418
Compagnie Lombard Odier SCmA
Switzerland
$44K – – –
CFB
419
Cullen/Frost Bankers
Texas
$44K – – –
TCM
420
TD Capital Management
Tennessee
$43K – – –
RA
421
Resolute Advisors
California
$41K – – –
CFA
422
Cahill Financial Advisors
Minnesota
$41K +$47.2K +467 New
BC
423
Burleson & Co
California
$40K -$5.36K -53 -11%
BEI
424
Benjamin Edwards Inc
Missouri
$38K +$303 +3 +0.7%
Bessemer Group
425
Bessemer Group
New Jersey
$34K +$38.5K +381 New