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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
BerganKDV Wealth Management
Minnesota
$14K
AA
652
Advisory Alpha
Michigan
$12K +$12.2K +152 New
PB
653
Pinnacle Bancorp
Nebraska
$12K
CFN
654
Cordasco Financial Network
Florida
$11K
JIP
655
JBJ Investment Partners
South Carolina
$11K +$10.8K +135 New
HL
656
Harding Loevner
New Jersey
$10K -$140M -1,742,804 -100%
WCM
657
Whitener Capital Management
North Carolina
$10K
GWS
658
Glassman Wealth Services
Virginia
$10K +$1.37K +17 +16%
PFBT
659
Parkside Financial Bank & Trust
Missouri
$10K +$2.81K +35 +38%
WPA
660
West Paces Advisors
Georgia
$9.78K -$2.01K -25 -17%
PI
661
PineBridge Investments
New York
$9K -$39K -485 -80%
FC
662
Ferris Capital
Massachusetts
$9K
TL
663
TrueWealth LLC
Georgia
$9K
CFG
664
Citizens Financial Group
Rhode Island
$9K +$6.03K +75 +221%
ED
665
Exane Derivatives
France
$8.03K
EWM
666
Executive Wealth Management
Michigan
$8K -$402 -5 -5%
BWL
667
Bogart Wealth LLC
Virginia
$8K
BMM
668
Buffington Mohr McNeal
Idaho
$8K +$8.36K +104 New
NFG
669
Next Financial Group
Texas
$7K -$4.02K -50 -36%
SIAS
670
Shine Investment Advisory Services
Colorado
$7K
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$1.04K +13 +19%
CB
672
Community Bank
New York
$7K +$6.83K +85 New
NFH
673
NEXT Financial Holdings
Texas
$7K +$7.07K +88 New
BCI
674
Brinker Capital Investments
Pennsylvania
$7K +$7.39K +92 New
TFO
675
Tarbox Family Office
California
$6K