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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
126
Westside Investment Management
California
$29.4K +$3.75K +100 +14%
AF
127
Advisornet Financial
Minnesota
$29K -$2.55K -68 -8%
ZB
128
Zions Bancorporation
Utah
$29K
GRP
129
Global Retirement Partners
California
$23K
LIA
130
LS Investment Advisors
Michigan
$22K
VFA
131
Valeo Financial Advisors
Indiana
$20K +$788 +21 +4%
BFC
132
Bedel Financial Consulting
Indiana
$19K
IA
133
IFP Advisors
Florida
$19K +$3.23K +86 +20%
BL
134
Balentine LLC
Georgia
$19K +$19.6K +522 New
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$18K +$17.9K +476 New
ASN
136
Advisory Services Network
Georgia
$17K +$9.23K +246 +128%
SPIA
137
Steward Partners Investment Advisory
New York
$16K
LFA
138
Legacy Financial Advisors
Kentucky
$14K
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$1.5K +40 +12%
SGAM
140
Smith Group Asset Management
Texas
$12K +$375 +10 +3%
CAW
141
Cornerstone Advisors (Washington)
Washington
$12K +$3.34K +89 +39%
Federated Hermes
142
Federated Hermes
Pennsylvania
$9K -$18.4M -490,135 -100%
FGAM
143
Financial Gravity Asset Management
Texas
$9K +$1.13K +30 +14%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$8K +$3.87K +103 +96%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.09K +29 +19%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$6K
HT
147
Heritage Trust
Oklahoma
$6K
AAP
148
Arax Advisory Partners
Colorado
$5K
GWM
149
Geneos Wealth Management
Colorado
$5K
KL
150
KWMG LLC
Kansas
$5K +$4.88K +130 New