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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$41K -$4.7K -595 -9%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$32K -$6.18K -783 -15%
CB
228
CNB Bank
Pennsylvania
$31K – – –
NFSG
229
Newbridge Financial Services Group
Florida
$25K – – –
DOA
230
D'Orazio & Associates
Virginia
$25K +$27.3K +3,461 New
BFC
231
Bedel Financial Consulting
Indiana
$22K – – –
IRC
232
Investors Research Corp
Georgia
$22K – – –
Huntington National Bank
233
Huntington National Bank
Ohio
$19K – – –
CFA
234
Carroll Financial Associates
North Carolina
$17K -$13.3K -1,689 -41%
NFG
235
Next Financial Group
Texas
$16K +$2.38K +302 +15%
Pictet Asset Management (Switzerland)
236
Pictet Asset Management (Switzerland)
Switzerland
$15K +$647K +82,036 New
HR
237
Howe & Rusling
New York
$13K – – –
Arkadios Wealth Advisors
238
Arkadios Wealth Advisors
Georgia
$13K +$1.31K +166 +10%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$11K -$2.11K -267 -15%
CPFP
241
Clear Perspectives Financial Planning
Ohio
$11K – – –
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
$10.5K +$11.5K +1,459 New
BCA
243
Berman Capital Advisors
Georgia
$8K – – –
LCM
244
Logan Capital Management
Pennsylvania
$8K – – –
FGAM
245
Financial Gravity Asset Management
Texas
$7K -$1.98K -251 -33%
Geneos Wealth Management
246
Geneos Wealth Management
Colorado
$7K – – –
PB
247
Pinnacle Bancorp
Nebraska
$6K – – –
Federation des caisses Desjardins du Quebec
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.09K – – –
APA
249
American Portfolios Advisors
New York
$4.34K – – –
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –