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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
126
JFS Wealth Advisors
Pennsylvania
$19K
ASN
127
Advisory Services Network
Georgia
$19K +$11.6K +357 +170%
FRA
128
Front Row Advisors
California
$17K -$358 -11 -2%
ST
129
Smithfield Trust
Pennsylvania
$13K
HR
130
Howe & Rusling
New York
$13K +$1.63K +50 +14%
BL
131
Balentine LLC
Georgia
$13K +$3.28K +101 +35%
SPIA
132
Steward Partners Investment Advisory
New York
$13K +$13.7K +422 New
AF
133
Advisornet Financial
Minnesota
$12K
CYG
134
Clean Yield Group
Vermont
$11K +$11.4K +351 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$10K
FPFS
136
First Personal Financial Services
North Carolina
$9K
RIA
137
Realta Investment Advisors
Delaware
$9K +$9.01K +277 New
PCG
138
Private Capital Group
Connecticut
$8K -$22.5K -692 -76%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$8K
OIA
140
OneDigital Investment Advisors
Kansas
$8K
FHA
141
First Horizon Advisors
Tennessee
$8K +$1.95K +60 +27%
EFSCE
142
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$2.08K +64 +37%
APA
143
American Portfolios Advisors
New York
$7.66K +$130 +4 +2%
GWMIA
144
Global Wealth Management Investment Advisory
Florida
$7K
GRP
145
Global Retirement Partners
California
$7K +$5.11K +157 +224%
LWM
146
Liberty Wealth Management
California
$7K +$7.48K +230 New
BCA
147
Berman Capital Advisors
Georgia
$6K +$1.66K +51 +32%
Federated Hermes
148
Federated Hermes
Pennsylvania
$5K -$1.5K -46 -22%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$5K
CFA
150
Carroll Financial Associates
North Carolina
$5K