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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
126
Holistic Financial Partners
Indiana
$9K +$8.95K +250 New
BTIS
127
BB&T Investment Services
North Carolina
$8K -$1.15K -32 -20%
OFW
128
Omnia Family Wealth
Florida
$8K +$72 +2 +0.9%
FHA
129
First Horizon Advisors
Tennessee
$8K +$7.77K +217 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$7K -$15K -418 -67%
FPFS
131
First Personal Financial Services
North Carolina
$7K -$4.19K -117 -36%
FFG
132
Ford Financial Group
California
$7K +$6.88K +192 New
UBS AM
133
UBS AM
Illinois
$6.28K
FGC
134
Financial Gravity Companies
Texas
$6K +$5.66K +158 New
LFA
135
Legacy Financial Advisors
Kentucky
$6K +$6.66K +186 New
RPC
136
Rossmore Private Capital
Connecticut
$5.41K +$5.37K +150 New
CAW
137
Cornerstone Advisors (Washington)
Washington
$5K -$358 -10 -6%
CFA
138
Carroll Financial Associates
North Carolina
$5K +$5.48K +153 New
SFSIG
139
San Francisco Sentry Investment Group
California
$4K -$2.22K -62 -36%
RFA
140
Reilly Financial Advisors
California
$4K
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$1.72K +48 +80%
ASN
142
Advisory Services Network
Georgia
$3K
Bessemer Group
143
Bessemer Group
New Jersey
$3K
GRP
144
Global Retirement Partners
California
$3K +$2.51K +70 New
OWA
145
One Wealth Advisors
California
$3K +$3.29K +92 New
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WC
147
Whitnell & Co
Illinois
$2K +$1.97K +55 New
BWA
148
Burt Wealth Advisors
Maryland
$2K +$2.04K +57 New
SWM
149
SeaCrest Wealth Management
New York
$2K +$2.26K +63 New
GFP
150
Gryphon Financial Partners
Ohio
$2K +$2.29K +64 New