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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1026
JNBA Financial Advisors
Minnesota
$17K – – –
SMG
1027
Spectrum Management Group
Indiana
$17K – – –
WPA
1028
West Paces Advisors
Georgia
$16.4K – – –
TL
1029
TrueWealth LLC
Georgia
$16K – – –
CFG
1030
Citizens Financial Group
Rhode Island
$14K +$12.9K +79 New
FGAM
1031
Financial Gravity Asset Management
Texas
$13K -$10.8K -66 -46%
FMP
1032
Financial Management Professionals
Texas
$13K +$12.3K +75 New
AIS
1033
Accurate Investment Solutions
Pennsylvania
$12K – – –
WAS
1034
Winch Advisory Services
Wisconsin
$12K +$164 +1 +1%
JIR
1035
James Investment Research
Ohio
$11K -$704K -4,300 -99%
HIIFS
1036
Harel Insurance Investments & Financial Services
Israel
$9K -$24.1K -147 -74%
RFA
1037
Reilly Financial Advisors
California
$9K -$6.38K -39 -41%
APSP
1038
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
DSC
1039
Duncker Streett & Co
Missouri
$9K – – –
CCM
1040
Copeland Capital Management
Pennsylvania
$8K -$25.9K -158 -78%
NCM
1041
Next Capital Management
New York
$8K +$7.69K +47 New
TA
1042
TCG Advisors
Texas
$7K -$3.11K -19 -32%
GSWM
1043
Golden State Wealth Management
California
$7K – – –
OC
1044
Oakworth Capital
Alabama
$7K – – –
CA
1045
Crewe Advisors
Utah
$7K +$6.55K +40 New
TC
1046
Trust Company
Kansas
$7K +$6.71K +41 New
HR
1047
Howe & Rusling
New York
$6K -$17.8K -109 -76%
Capstone Investment Advisors
1048
Capstone Investment Advisors
New York
$6K -$2.62K -16 -32%
AF
1049
Allworth Financial
California
$6K – – –
PMFA
1050
Plante Moran Financial Advisors
Michigan
$6K – – –