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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
126
Bedel Financial Consulting
Indiana
$18K +$17.4K +500 New
SPIA
127
Steward Partners Investment Advisory
New York
$15K
IA
128
IFP Advisors
Florida
$14K
WCM
129
Whitener Capital Management
North Carolina
$13K
LFA
130
Legacy Financial Advisors
Kentucky
$13K +$555 +16 +5%
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$5.24K +151 +84%
SGAM
132
Smith Group Asset Management
Texas
$11K +$347 +10 +3%
MOS
133
MGO One Seven
Ohio
$8K
FGC
134
Financial Gravity Companies
Texas
$8K +$1.49K +43 +25%
CAW
135
Cornerstone Advisors (Washington)
Washington
$8K +$1.63K +47 +26%
CIP
136
Convergence Investment Partners
Florida
$8K +$7.46K +215 New
FGAM
137
Financial Gravity Asset Management
Texas
$8K +$7.5K +216 New
PFO
138
Pathstone Family Office
New Jersey
$8K +$8.26K +238 New
ASN
139
Advisory Services Network
Georgia
$7K
WA
140
WealthTrust-Arizona
Arizona
$7K
HT
141
Heritage Trust
Oklahoma
$6K
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$6K +$5.52K +159 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$5K -$2.12K -61 -29%
AAP
144
Arax Advisory Partners
Colorado
$5K
GWM
145
Geneos Wealth Management
Colorado
$5K
Acadian Asset Management
146
Acadian Asset Management
Massachusetts
$4K -$6.8K -196 -66%
RFA
147
Reilly Financial Advisors
California
$4K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.04K +30 +39%
APP
149
Avantax Planning Partners
Iowa
$4K +$4.34K +125 New
GFP
150
Gryphon Financial Partners
Ohio
$3K +$902 +26 +41%