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Name Holding Trade Value Shares
Change
Change in
Stake
IF
351
Ironwood Financial
Arizona
$19K – – –
AF
352
Advisornet Financial
Minnesota
$18K – – –
JWA
353
JFS Wealth Advisors
Pennsylvania
$18K – – –
TPCW
354
TD Private Client Wealth
New York
$17.6K +$1.16K +15 +7%
IA
355
IFP Advisors
Florida
$17K -$2.94K -38 -15%
ACM
356
AUA Capital Management
Pennsylvania
$17K – – –
ST
357
Smithfield Trust
Pennsylvania
$17K – – –
TIM
358
Tortoise Investment Management
New York
$16K – – –
CAL
359
Capital Analysts LLC
Pennsylvania
$15K – – –
SIC
360
Salem Investment Counselors
North Carolina
$15K +$15.5K +200 New
AWA
361
Arkadios Wealth Advisors
Georgia
$14K – – –
CPC
362
Consolidated Planning Corp
Georgia
$14K +$14K +181 New
BBHC
363
Brown Brothers Harriman & Co
New York
$13K -$17.1K -221 -57%
FFC
364
First Financial Corp
Indiana
$13K – – –
BCA
365
Berman Capital Advisors
Georgia
$13K +$2.24K +29 +20%
GI
366
Gradient Investments
Minnesota
$12K +$12.3K +159 New
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
AssetMark Inc
368
AssetMark Inc
California
$10K – – –
Jones Financial Companies
369
Jones Financial Companies
Missouri
$10K – – –
PMFA
370
Plante Moran Financial Advisors
Michigan
$10K – – –
GWS
371
Glassman Wealth Services
Virginia
$9K – – –
HIM
372
Hillsdale Investment Management
Ontario, Canada
$9K – – –
LPWM
373
Lake Point Wealth Management
Texas
$9K – – –
CFD
374
Creative Financial Designs
Indiana
$8K – – –
Loomis, Sayles & Company
375
Loomis, Sayles & Company
Massachusetts
$8K – – –