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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$19K +$19.1K +589 New
RFWA
302
RPg Family Wealth Advisory
Massachusetts
$17.9K -$324 -10 -2%
NFG
303
Next Financial Group
Texas
$17K -$94.5K -2,921 -85%
BL
304
Balentine LLC
Georgia
$17K -$6.12K -189 -26%
WTB
305
Washington Trust Bank
Washington
$16K
WA
306
Winfield Associates
Ohio
$16K
SFS
307
Sowell Financial Services
Arkansas
$16K +$14.5K +448 New
DBT
308
Dubuque Bank & Trust
Iowa
$14K
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
SIC
310
Salem Investment Counselors
North Carolina
$14K
CAW
311
Cornerstone Advisors (Washington)
Washington
$14K +$5.53K +171 +63%
First Manhattan
312
First Manhattan
New York
$13K
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$13K +$291 +9 +2%
MBT
314
Monroe Bank & Trust
Michigan
$13K +$12.7K +392 New
SGAM
315
Smith Group Asset Management
Texas
$13K +$12.7K +392 New
AIP
316
Ameritas Investment Partners
Nebraska
$12K
LNB
317
Ledyard National Bank
$11K +$10.9K +336 New
EWM
318
Endurance Wealth Management
Rhode Island
$10K
RFA
319
Reilly Financial Advisors
California
$10K
TCM
320
Tradewinds Capital Management
Washington
$9K
PSUF
321
People's United Financial
Connecticut
$8K -$1.46K -45 -15%
WC
322
Whitnell & Co
Illinois
$8K
OC
323
Oakworth Capital
Alabama
$8K +$7.25K +224 New
AWM
324
AllSquare Wealth Management
New York
$7K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$7K