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Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
701
IFP Advisors
Florida
$25K +$6.56K +106 +39%
JWM
702
Janiczek Wealth Management
Colorado
$25K +$24.1K +389 New
Brown Brothers Harriman & Co
703
Brown Brothers Harriman & Co
New York
$23K -$179K -2,896 -89%
GWS
704
Glassman Wealth Services
Virginia
$23K +$433 +7 +2%
SLF
705
Sun Life Financial
Ontario, Canada
$22K -$124 -2 -0.6%
SIM
706
Sonora Investment Management
Arizona
$22K – – –
CIA
707
CSat Investment Advisory
Michigan
$22K +$3.96K +64 +23%
CHC
708
City Holding Co
West Virginia
$21K +$12.4K +200 +154%
KFP
709
KB Financial Partners
New Jersey
$21K +$20.6K +333 New
Loomis, Sayles & Company
710
Loomis, Sayles & Company
Massachusetts
$20K +$15.7K +254 +391%
FWM
711
Focused Wealth Management
New York
$19K – – –
NSIM
712
North Star Investment Management
Illinois
$19K – – –
PCG
713
Private Capital Group
Connecticut
$17K -$22.2K -358 -58%
IF
714
Ironwood Financial
Arizona
$16K – – –
JFA
715
JNBA Financial Advisors
Minnesota
$16K +$11.5K +186 +321%
JGIA
716
Jackson Grant Investment Advisers
Connecticut
$15K – – –
MWP
717
Meridian Wealth Partners
Pennsylvania
$15K +$14.2K +230 New
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +242 New
APW
719
Acima Private Wealth
Virginia
$13K – – –
IBOK
720
Independence Bank of Kentucky
Kentucky
$13K – – –
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$18K -290 -66%
SFM
722
Systematic Financial Management
New Jersey
$10K – – –
Larson Financial Group
723
Larson Financial Group
Missouri
$10K +$9.47K +153 New
Exchange Traded Concepts
724
Exchange Traded Concepts
Oklahoma
$9K -$19.5K -315 -69%
HFA
725
Hoover Financial Advisors
Pennsylvania
$9K – – –