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Name Holding Trade Value Shares
Change
Change in
Stake
NP
1351
NorthRock Partners
Minnesota
$212K -$822K -7,465 -79%
AIM
1352
Acropolis Investment Management
Missouri
$212K +$1.43K +13 +0.7%
TWA
1353
TCI Wealth Advisors
Arizona
$212K – – –
SEIA
1354
Signature Estate & Investment Advisors
California
$212K -$4.52K -41 -2%
DF
1355
Dedeker Financial
Minnesota
$211K +$211K +1,911 New
W
1356
WorthPointe
California
$210K +$7.82K +71 +4%
MAG
1357
Mayfair Advisory Group
Alabama
$210K – – –
HWA
1358
Heartwood Wealth Advisors
Virginia
$210K – – –
CT
1359
Chicago Trust
Illinois
$210K -$38.2K -347 -15%
LWM
1360
Laidlaw Wealth Management
New York
$210K – – –
AA
1361
Ancora Advisors
Ohio
$210K +$18.8K +171 +10%
RC
1362
Rahlfs Capital
Texas
$209K -$105K -950 -33%
UFA
1363
Unify Financial Advisors
Florida
$209K +$208K +1,891 New
BRM
1364
Boston Research & Management
Massachusetts
$207K – – –
GWAM
1365
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K – – –
BST
1366
Bath Savings Trust
Maine
$207K – – –
ZBNA
1367
Zions Bancorporation, National Association
Utah
$207K +$53.2K +483 +35%
PSP
1368
Principal Street Partners
Tennessee
$207K – – –
CWM
1369
Circle Wealth Management
New Jersey
$206K +$551 +5 +0.3%
TCM
1370
Traynor Capital Management
Pennsylvania
$205K -$5.62K -51 -3%
NPF
1371
Norris Perne & French
Michigan
$205K -$13.2K -120 -6%
XF
1372
XML Financial
Maryland
$205K +$551 +5 +0.3%
NRS
1373
Neville Rodie & Shaw
New York
$204K – – –
SSWM
1374
Strait & Sound Wealth Management
California
$203K -$1.87K -17 -0.9%
SAM
1375
Secure Asset Management
Michigan
$202K -$16.1K -146 -7%