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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
651
Tortoise Investment Management
New York
$37K +$38.9K +250 New
NFG
652
Next Financial Group
Texas
$36K -$88.6K -569 -70%
SSB
653
Sandy Spring Bank
Maryland
$36K – – –
SN
654
Sittner & Nelson
Oregon
$34K – – –
SWA
655
SOA Wealth Advisors
New York
$34K +$6.54K +42 +22%
Jones Financial Companies
656
Jones Financial Companies
Missouri
$33K – – –
CFD
657
Creative Financial Designs
Indiana
$29K +$15.1K +97 +102%
CH
658
Canton Hathaway
Rhode Island
$27K +$28K +180 New
TFO
659
Tarbox Family Office
California
$26K -$467 -3 -2%
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.3K – – –
WWM
661
Wolff Wiese Magana
California
$25K +$4.2K +27 +19%
AssetMark Inc
662
AssetMark Inc
California
$24K +$2.18K +14 +10%
SWM
663
Sugarloaf Wealth Management
Georgia
$23K – – –
M
664
MOTCO
Texas
$23K +$23.7K +152 New
PFPT
665
Pinnacle Financial Partners (Tennessee)
Tennessee
$23K +$24.1K +155 New
EARNEST Partners
666
EARNEST Partners
Georgia
$21K – – –
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
Baillie Gifford & Co
668
Baillie Gifford & Co
United Kingdom
$20K -$2.34K -15 -10%
AFS
669
Annapolis Financial Services
Maryland
$19K -$27.3K -175 -58%
NC
670
NewSquare Capital
Pennsylvania
$19K – – –
RA
671
Resolute Advisors
California
$19K – – –
Koshinski Asset Management
672
Koshinski Asset Management
Illinois
$18.9K +$19.8K +127 New
ACA
673
Atlas Capital Advisors
Wyoming
$16.1K -$8.72K -56 -34%
BWM
674
Baystate Wealth Management
Massachusetts
$16K – – –
GWSG
675
GPS Wealth Strategies Group
Colorado
$16K – – –