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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Ameritas Investment Company
Nebraska
$15K +$18.9K +600 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$14K
NFG
128
Next Financial Group
Texas
$14K +$12.6K +400 +229%
GSWM
129
Golden State Wealth Management
California
$12K
SFS
130
Sowell Financial Services
Arkansas
$12K +$15.8K +500 New
TFS
131
TrustCore Financial Services
Tennessee
$11K +$4.73K +150 +50%
GT
132
Glenmede Trust
Pennsylvania
$9K +$11.8K +375 New
GGHC
133
Gilder Gagnon Howe & Co
New York
$7K -$368K -11,692 -98%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$7K
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$7K +$8.38K +266 New
Acadian Asset Management
136
Acadian Asset Management
Massachusetts
$7K +$8.48K +269 New
WT
137
Whittier Trust
California
$7K +$9.45K +300 New
GI
138
Gradient Investments
Minnesota
$6K +$7.44K +236 New
RFM
139
Royal Fund Management
Florida
$5K
PWMG
140
Prestige Wealth Management Group
New Jersey
$5K +$6.3K +200 New
SSB
141
Sandy Spring Bank
Maryland
$4K +$1.58K +50 +50%
PCG
142
Private Capital Group
Connecticut
$4K +$4.95K +157 New
KFS
143
Kelly Financial Services
Massachusetts
$2.46K +$3.15K +100 New
WPW
144
Winthrop Partners - WNY
New York
$2.46K +$3.15K +100 New
ADL
145
Asset Dedication LLC
California
$2K
IRC
146
Investors Research Corp
Georgia
$2K
GRP
147
Global Retirement Partners
California
$1K
HR
148
Howe & Rusling
New York
$1K
TFGT
149
TS Financial Group (TSFG)
Illinois
$1K
VNA
150
Valley National Advisers
Pennsylvania
$1K