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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
726
Sterling Financial Planning
New Jersey
$22K +$21K +145 New
IAIM
727
International Assets Investment Management
Florida
$22K +$21.2K +146 New
BFC
728
Bedel Financial Consulting
Indiana
$21K – – –
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$1.31K -9 -7%
ICP
730
Interchange Capital Partners
Pennsylvania
$19K +$18.1K +125 New
FFG
731
Fortem Financial Group
California
$19K +$18.3K +126 New
KTC
732
Kistler-Tiffany Companies
Pennsylvania
$18K +$145 +1 +0.9%
CHA
733
Carmichael Hill & Associates
Maryland
$16K – – –
Arkadios Wealth Advisors
734
Arkadios Wealth Advisors
Georgia
$15K -$35.4K -244 -70%
M
735
MOTCO
Texas
$15K -$6.96K -48 -32%
Allworth Financial
736
Allworth Financial
California
$15K – – –
EWM
737
Endurance Wealth Management
Rhode Island
$15K – – –
IBOK
738
Independence Bank of Kentucky
Kentucky
$15K – – –
FWM
739
FSA Wealth Management
Massachusetts
$15K +$14.5K +100 New
KPCM
740
Kings Point Capital Management
New York
$15K +$14.5K +100 New
SL
741
Savior LLC
Massachusetts
$14K – – –
TWM
742
Tradition Wealth Management
Minnesota
$14K +$13.1K +90 New
FGAM
743
Financial Gravity Asset Management
Texas
$14K +$13.2K +91 New
Capital Analysts LLC
744
Capital Analysts LLC
Pennsylvania
$13K – – –
BWM
745
Baystate Wealth Management
Massachusetts
$12K – – –
CA
746
Crewe Advisors
Utah
$12K +$5.08K +35 +83%
SLF
747
Sun Life Financial
Ontario, Canada
$11K – – –
NFG
748
Next Financial Group
Texas
$10K +$2.18K +15 +30%
CHC
749
City Holding Co
West Virginia
$9K – – –
Farmers & Merchants Investments Inc
750
Farmers & Merchants Investments Inc
Nebraska
$9K – – –