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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Advantage Investment Management
Iowa
$20K – – –
JWA
127
JFS Wealth Advisors
Pennsylvania
$19K – – –
ASN
128
Advisory Services Network
Georgia
$19K +$11.6K +357 +170%
FRA
129
Front Row Advisors
California
$17K -$358 -11 -2%
ST
130
Smithfield Trust
Pennsylvania
$13K – – –
HR
131
Howe & Rusling
New York
$13K +$1.63K +50 +14%
BL
132
Balentine LLC
Georgia
$13K +$3.28K +101 +35%
SPIA
133
Steward Partners Investment Advisory
New York
$13K +$13.7K +422 New
AF
134
Advisornet Financial
Minnesota
$12K – – –
CYG
135
Clean Yield Group
Vermont
$11K +$11.4K +351 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
FPFS
137
First Personal Financial Services
North Carolina
$9K – – –
RIA
138
Realta Investment Advisors
Delaware
$9K +$9.01K +277 New
PCG
139
Private Capital Group
Connecticut
$8K -$22.5K -692 -76%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
OIA
141
OneDigital Investment Advisors
Kansas
$8K – – –
FHA
142
First Horizon Advisors
Tennessee
$8K +$1.95K +60 +27%
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$2.08K +64 +37%
APA
144
American Portfolios Advisors
New York
$7.66K +$130 +4 +2%
GWMIA
145
Global Wealth Management Investment Advisory
Florida
$7K – – –
GRP
146
Global Retirement Partners
California
$7K +$5.11K +157 +224%
LWM
147
Liberty Wealth Management
California
$7K +$7.48K +230 New
BCA
148
Berman Capital Advisors
Georgia
$6K +$1.66K +51 +32%
Federated Hermes
149
Federated Hermes
Pennsylvania
$5K -$1.5K -46 -22%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$5K – – –