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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
401
Baldwin Wealth Partners
Massachusetts
$36K
ASN
402
Advisory Services Network
Georgia
$34K +$33.7K +765 New
HA
403
Harfst & Associates
Wyoming
$30K +$30K +680 New
NFG
404
Next Financial Group
Texas
$29K -$18.5K -419 -39%
SF
405
Synovus Financial
Georgia
$29K +$9.52K +216 +50%
RWA
406
Ropes Wealth Advisors
Massachusetts
$28K
MIP
407
Mondrian Investment Partners
United Kingdom
$27K +$176 +4 +0.9%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$27K +$8.81K +200 +50%
CFG
409
Citizens Financial Group
Rhode Island
$26K +$3.83K +87 +17%
GRP
410
Global Retirement Partners
California
$26K +$7.05K +160 +37%
ZB
411
Zions Bancorporation
Utah
$26K +$15.9K +360 +153%
PMFA
412
Plante Moran Financial Advisors
Michigan
$24K +$24.1K +547 New
YWP
413
YorkBridge Wealth Partners
New York
$23K -$14.5K -330 -40%
ACS
414
Archford Capital Strategies
Illinois
$22K -$27.4K -623 -55%
DBT
415
Dubuque Bank & Trust
Iowa
$21K
CFS
416
Commonwealth Financial Services
West Virginia
$20K
AssetMark Inc
417
AssetMark Inc
California
$18K +$1.28K +29 +8%
QCG
418
Quadrant Capital Group
Ohio
$18K +$4.63K +105 +31%
VCM
419
Vigilant Capital Management
Maine
$18K +$17.6K +400 New
FMTCOCP
420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17.7K
AAF
421
Andra AP-fonden
Sweden
$17.7K +$419K +9,500 +3%
WA
422
Winfield Associates
Ohio
$15K -$2.86K -65 -16%
TF
423
Tompkins Financial
New York
$13K -$4.41K -100 -25%
M
424
MOTCO
Texas
$13K
Nisa Investment Advisors
425
Nisa Investment Advisors
Missouri
$12K