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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
201
Armstrong Advisory Group
Massachusetts
$659 -$291 -60 -34%
KFS
202
Kelly Financial Services
Massachusetts
$658 – – –
Larson Financial Group
203
Larson Financial Group
Missouri
$553 – – –
First Horizon Advisors
204
First Horizon Advisors
Tennessee
$553 +$484 +100 New
Global Retirement Partners
205
Global Retirement Partners
California
$542 – – –
EARNEST Partners
206
EARNEST Partners
Georgia
$503 – – –
CB
207
Community Bank
New York
$458 – – –
ING Group
208
ING Group
Netherlands
$315 – – –
HS
209
Horan Securities
United States
$288 – – –
FCMT
210
Founders Capital Management (Texas)
Texas
$277 – – –
Harbour Investments
211
Harbour Investments
Wisconsin
$221 -$194 -40 -50%
CWP
212
Concord Wealth Partners
Virginia
$138 – – –
Huntington National Bank
213
Huntington National Bank
Ohio
$117 – – –
CWA
214
Clearview Wealth Advisors
Oregon
$111 – – –
SC
215
Stephens Consulting
Michigan
$67 -$2.42K -500 -98%
CPG
216
Cornerstone Planning Group
New Jersey
$55 +$48 +10 New
CAS
217
Coppell Advisory Solutions
Texas
$54 +$48 +10 New
GWS
218
Glassman Wealth Services
Virginia
$44 – – –
CCP
219
Carmel Capital Partners
California
$33 – – –
FP
220
Financial Perspectives
Minnesota
$28 – – –
HWA
221
HHM Wealth Advisors
Tennessee
$23 – – –
MLA
222
MB, Levis & Associates
Pennsylvania
$22 – – –
FSWA
223
Financial Synergies Wealth Advisors
Texas
$17 – – –
Bogart Wealth LLC
224
Bogart Wealth LLC
Virginia
$11 – – –
First Manhattan
225
First Manhattan
New York
$5 -$6.3K -1,300 -100%