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Name Holding Trade Value Shares
Change
Change in
Stake
NP
1101
NorthRock Partners
Minnesota
$630K +$131K +552 +22%
CFD
1102
Creative Financial Designs
Indiana
$627K +$570K +2,406 +370%
CCFM
1103
Clear Creek Financial Management
Washington
$626K +$142K +601 +25%
CD
1104
Chapin Davis
Maryland
$623K -$42.6K -180 -6%
DBIA
1105
Dumont & Blake Investment Advisors
New Jersey
$621K -$32.2K -136 -4%
ST
1106
Smithfield Trust
Pennsylvania
$620K -$29.1K -123 -4%
PP
1107
PDS Planning
Ohio
$619K -$279K -1,177 -28%
SFS
1108
Sowell Financial Services
Arkansas
$618K +$51.4K +217 +8%
Financial Engines Advisors
1109
Financial Engines Advisors
California
$617K +$21.6K +91 +3%
SWP
1110
Sagespring Wealth Partners
Tennessee
$616K -$323K -1,362 -31%
MMA
1111
Miracle Mile Advisors
California
$612K +$2.37K +10 +0.3%
EAN
1112
Excelsior Advisor Network
Colorado
$611K +$705K +2,978 New
PI
1113
PFG Investments
New York
$610K -$247K -1,041 -26%
FSA
1114
Financial Sense Advisors
California
$610K +$704K +2,973 New
DLA
1115
Douglas Lane & Associates
New York
$608K -$10.4K -44 -1%
CB
1116
CNB Bank
Pennsylvania
$607K +$64K +270 +10%
DIA
1117
Dean Investment Associates
Ohio
$601K +$25.8K +109 +4%
AI
1118
Atom Investors
Texas
$597K +$462K +1,950 +202%
CPL
1119
Capital & Planning LLC
Georgia
$596K -$153K -646 -18%
NAM
1120
Nexpoint Asset Management
Texas
$594K – – –
PAM
1121
Parvin Asset Management
South Dakota
$592K -$28.4K -120 -4%
CWAG
1122
Compton Wealth Advisory Group
Virginia
$592K -$182K -770 -22%
KCP
1123
Kera Capital Partners
California
$591K +$5.69K +24 +0.8%
JWCA
1124
J.W. Cole Advisors
Florida
$591K -$145K -614 -18%
KCM
1125
Kornitzer Capital Management
Kansas
$590K +$36.7K +155 +6%