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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
451
Regions Financial Corp
Alabama
$132K +$8.42K +147 +7%
VFA
452
Voya Financial Advisors
Connecticut
$131K +$135K +2,354 New
WF
453
Welch & Forbes
Massachusetts
$131K – – –
ASN
454
Advisory Services Network
Georgia
$127K -$236K -4,128 -65%
CCM
455
Coldstream Capital Management
Washington
$127K -$5.16K -90 -4%
HH
456
Hilltop Holdings
Texas
$126K +$11.6K +203 +10%
RWM
457
Ritholtz Wealth Management
New York
$122K -$8.99K -157 -7%
Baird Financial Group
458
Baird Financial Group
Wisconsin
$121K +$1.26K +22 +1%
VF
459
Virtu Financial
New York
$121K -$11.5K -200 -9%
SSW
460
Smith Shellnut Wilson
Mississippi
$121K – – –
SC
461
Schoolcraft Capital
Colorado
$120K – – –
SAM
462
Silvercrest Asset Management
New York
$116K – – –
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$115K -$2.12K -37 -2%
FFN
464
Focus Financial Network
Minnesota
$115K – – –
MPAM
465
Murphy Pohlad Asset Management
Minnesota
$114K – – –
PWP
466
Phillips Wealth Planners
Mississippi
$112K +$116K +2,025 New
SIM
467
Sentry Investment Management
Wisconsin
$110K – – –
NFSG
468
Newbridge Financial Services Group
Florida
$108K +$4.41K +77 +4%
Bessemer Group
469
Bessemer Group
New Jersey
$107K -$2.52K -44 -2%
QCG
470
Quadrant Capital Group
Ohio
$98.3K +$6.13K +107 +7%
EBA
471
Eagle Bay Advisors
New York
$93.6K -$37.5K -654 -28%
GRP
472
Global Retirement Partners
California
$78.2K +$23.6K +412 +36%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$69.7K – – –
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$69K +$21.2K +371 +44%
CT
475
Caldwell Trust
Florida
$66.6K – – –