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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
RCAG
277
Rehmann Capital Advisory Group
Michigan
$12.3K +$1.54K +23 +15%
MFW
278
Mosaic Family Wealth
Missouri
$11K – – –
BBHC
279
Brown Brothers Harriman & Co
New York
$11K +$11K +164 New
AIL
280
AGF Investments LLC
Ontario, Canada
$9K -$10.7K -160 -56%
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$8.78K +131 New
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
FPFS
283
First Personal Financial Services
North Carolina
$8K – – –
NFG
284
Next Financial Group
Texas
$8K +$7.38K +110 New
FL
285
Fort LP
Maryland
$8K +$7.91K +118 New
CFA
286
Carroll Financial Associates
North Carolina
$7K – – –
FANJ
287
Financial Architects (New Jersey)
New Jersey
$7K – – –
HNB
288
Huntington National Bank
Ohio
$7K – – –
PCP
289
Proficio Capital Partners
Massachusetts
$6K – – –
PCA
290
Providence Capital Advisors
North Carolina
$6K – – –
AA
291
Ancora Advisors
Ohio
$6K +$6.03K +90 New
MIM
292
MetLife Investment Management
New Jersey
$5.95K +$5.7K +85 New
AssetMark Inc
293
AssetMark Inc
California
$5K – – –
SIM
294
Sonora Investment Management
Arizona
$4K – – –
WCM
295
Wealthcare Capital Management
Virginia
$4K – – –
GRP
296
Global Retirement Partners
California
$4K +$536 +8 +15%
AF
297
Allworth Financial
California
$3K – – –
MAM
298
Meeder Asset Management
Ohio
$3K – – –
QCG
299
Quadrant Capital Group
Ohio
$3K – – –
TC
300
Trilogy Capital
California
$3K – – –