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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
251
WESPAC Advisors SoCal
California
$7K – – –
KWM
252
Kingsview Wealth Management
Oregon
$7K +$6.98K +300 New
RIA
253
Realta Investment Advisors
Delaware
$7K +$6.98K +300 New
NFG
254
Next Financial Group
Texas
$5K -$2.86K -123 -33%
DAM
255
Delta Asset Management
Tennessee
$5K – – –
NFH
256
NEXT Financial Holdings
Texas
$5K +$5.82K +250 New
APA
257
American Portfolios Advisors
New York
$4.36K -$14K -600 -75%
BFC
258
Bedel Financial Consulting
Indiana
$4K – – –
CHC
259
City Holding Co
West Virginia
$4K – – –
EWM
260
Edge Wealth Management
New York
$4K – – –
HDIM
261
Hanson & Doremus Investment Management
Vermont
$4K – – –
KPW
262
Kore Private Wealth
New York
$4K – – –
OIA
263
OneDigital Investment Advisors
Kansas
$4K – – –
PWMG
264
Prestige Wealth Management Group
New Jersey
$4K – – –
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$4K +$4.66K +200 New
CAGAS
266
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
LC
267
Lindbrook Capital
California
$3K – – –
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$3K +$3.49K +150 New
AWM
269
Avior Wealth Management
Nebraska
$2K – – –
HNB
270
Huntington National Bank
Ohio
$2K – – –
SF
271
Synovus Financial
Georgia
$2K – – –
OWA
272
One Wealth Advisors
California
$2K +$2.33K +100 New
SIAP
273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2.33K +100 New
BHWM
274
Bay Harbor Wealth Management
Maryland
$1K – – –
MSA
275
Marino Stram & Associates
Massachusetts
$1K – – –