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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
301
Financial Architects (New Jersey)
New Jersey
$63K +$27.3K +559 +87%
Creative Planning
302
Creative Planning
Kansas
$61K -$98.1K -2,012 -63%
CG
303
Cutler Group
California
$59K -$105K -2,160 -65%
IWM
304
IHT Wealth Management
Illinois
$58K +$55.2K +1,133 New
AC
305
Alexandria Capital
Virginia
$46K
HNB
306
Huntington National Bank
Ohio
$31K +$3.41K +70 +14%
AIM
307
Advantage Investment Management
Iowa
$31K +$29.3K +600 New
National Pension Service
308
National Pension Service
South Korea
$30K +$28K +574 New
CPA
309
Clear Perspective Advisors
Illinois
$29K +$26.8K +550 New
HCM
310
Herndon Capital Management
Georgia
$28K -$414K -8,485 -94%
MFS
311
MSI Financial Services
Massachusetts
$26K +$15.7K +321 +177%
HIIFS
312
Harel Insurance Investments & Financial Services
Israel
$22K +$4.88K +100 +32%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$22K +$20K +411 New
CHP
314
Cable Hill Partners
Oregon
$19K
AssetMark Inc
315
AssetMark Inc
California
$18K -$11.5K -236 -41%
GWM
316
Geneos Wealth Management
Colorado
$14K +$13.9K +286 New
MBT
317
Monroe Bank & Trust
Michigan
$12K +$11K +226 New
NSIM
318
North Star Investment Management
Illinois
$11K
SPIA
319
Steward Partners Investment Advisory
New York
$11K +$10.7K +220 New
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$9K
PA
321
Parallel Advisors
California
$9K +$8.73K +179 New
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$8K -$34K -698 -82%
HR
323
Howe & Rusling
New York
$8K -$12.4K -255 -62%
SFS
324
Sowell Financial Services
Arkansas
$7K +$5.61K +115 New
BIG
325
Bellwether Investment Group
Tennessee
$7K +$6.83K +140 New