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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
401
Financial Management Professionals
Texas
$5K
EWA
402
EverSource Wealth Advisors
Alabama
$4.9K
NSIM
403
North Star Investment Management
Illinois
$4.78K
BBHC
404
Brown Brothers Harriman & Co
New York
$4.74K
ETC
405
Exchange Traded Concepts
Oklahoma
$4.42K
CFFP
406
Center for Financial Planning
Michigan
$3.97K
BHWM
407
Beaird Harris Wealth Management
Texas
$3.63K -$47.3K -2,010 -93%
HS
408
Horan Securities
United States
$3.11K +$3.22K +137 New
DI
409
Disciplined Investments
Oklahoma
$2.9K
EARNEST Partners
410
EARNEST Partners
Georgia
$2.79K
CAS
411
Coppell Advisory Solutions
Texas
$2.27K +$2.35K +100 New
CASC
412
Coppell Advisory Solutions Corp
Texas
$2.27K +$2.35K +100 New
BAM
413
Bellevue Asset Management
Washington
$2.25K
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.73K -116 -53%
NA
415
NewEdge Advisors
Louisiana
$2K -$383K -16,269 -23%
FGAM
416
Financial Gravity Asset Management
Texas
$1.7K +$541 +23 New
WTC
417
WhitTier Trust Company
Nevada
$1.61K
AF
418
Allworth Financial
California
$1.47K -$588 -25 -28%
WT
419
Washington Trust
Rhode Island
$1.22K +$118 +5 +10%
SFA
420
Semmax Financial Advisors
North Carolina
$1K
TFA
421
Transamerica Financial Advisors
Florida
$1K
PGAM
422
Princeton Global Asset Management
New Jersey
$1K +$588 +25 New
TH
423
TCTC Holdings
Texas
$703
GWMI
424
Guardian Wealth Management (Illinois)
Illinois
$680
HCP
425
Hexagon Capital Partners
Arkansas
$657 -$2.09K -89 -75%