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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Selective Wealth Management
Virginia
$71K -$57.1K -420 -41%
LFG
552
Larson Financial Group
Missouri
$71K +$2.04K +15 +3%
MAM
553
McCarthy Asset Management
California
$69K
OIA
554
Optimum Investment Advisors
Illinois
$67K -$2.04K -15 -3%
Bessemer Group
555
Bessemer Group
New Jersey
$66K +$20.3K +149 +35%
FFA
556
Fairfield Financial Advisors
Massachusetts
$63.3K +$73.4K +540 New
PCH
557
Polar Capital Holdings
United Kingdom
$61.7K +$24.7M +181,766 +53%
HWM
558
HighMark Wealth Management
Minnesota
$61K
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$60.1K -$40.8K -300 -37%
MHR
560
Matthew Hamilton Rosenberg
$59K +$68K +500 New
AIM
561
Anchor Investment Management
South Carolina
$58.7K
CWP
562
Concord Wealth Partners
Virginia
$58K -$11.6K -85 -15%
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$32K +235 +96%
SWA
564
SOA Wealth Advisors
New York
$54K -$8.7K -64 -12%
CTC
565
Central Trust Company
Missouri
$53K
ICM
566
Ionic Capital Management
New York
$53K +$61.5K +452 New
GRP
567
Global Retirement Partners
California
$50K +$71.9K +529 New
GWS
568
Glassman Wealth Services
Virginia
$47K +$46.5K +342 +552%
C
569
Covestor
United Kingdom
$46K +$23.3K +171 +77%
KLWA
570
Kelly Lawrence W & Associates
California
$44K
KA
571
Kozak & Associates
Colorado
$41K
EI
572
Ellevest Inc
New York
$41K +$27.3K +201 +134%
AF
573
Advisornet Financial
Minnesota
$40K -$28.2K -207 -38%
BAM
574
Bellevue Asset Management
Washington
$40K -$680 -5 -2%
TFS
575
TrustCore Financial Services
Tennessee
$40K +$9.25K +68 +25%