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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$6.13K +$5.56K +108 +771%
SWM
227
Spire Wealth Management
Virginia
$5.58K +$2.57K +50 +82%
PA
228
Parallel Advisors
California
$5.33K +$3.19K +62 +141%
HNB
229
Huntington National Bank
Ohio
$4.68K -$3.96K -77 -45%
ASN
230
Advisory Services Network
Georgia
$3.87K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$3.22K -$978 -19 -23%
PVH
232
Psagot Value Holdings
Israel
$2K +$1.85K +36 New
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.91K +$154 +3 +9%
BWM
234
Baystate Wealth Management
Massachusetts
$1.76K
CWA
235
Clearview Wealth Advisors
Oregon
$1.71K +$154 +3 +10%
LFG
236
Larson Financial Group
Missouri
$1.51K
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.01K
BTI
238
Blue Trust Inc
Georgia
$1K +$309 +6 +120%
SCA
239
Stonebridge Capital Advisors
Minnesota
$905
SC
240
Schubert & Co
Texas
$503 -$103 -2 -17%
BIA
241
Bell Investment Advisors
California
$503
AAS
242
Ameritas Advisory Services
Nebraska
$432 +$463 +9 New
AF
243
Advisornet Financial
Minnesota
$352
DI
244
Disciplined Investments
Oklahoma
$302 +$154 +3 +100%
AF
245
Allworth Financial
California
$252
SIC
246
SJS Investment Consulting
Ohio
$202 -$51 -1 -20%
ACM
247
AKRE Capital Management
Virginia
-$13.1M -263,939 Closed
RMC
248
Regis Management Company
California
-$6.26M -126,462 Closed
First Trust Advisors
249
First Trust Advisors
Illinois
-$2.4M -48,505 Closed
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
-$1.33M -26,859 Closed