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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$22K
VFA
152
Valeo Financial Advisors
Indiana
$20K
SPIA
153
Steward Partners Investment Advisory
New York
$19K +$2.75K +73 +16%
BFC
154
Bedel Financial Consulting
Indiana
$18K
AWM
155
AllSquare Wealth Management
New York
$17K +$16.7K +444 New
ASN
156
Advisory Services Network
Georgia
$16K
CAW
157
Cornerstone Advisors (Washington)
Washington
$16K +$4.3K +114 +36%
SCM
158
Southport Capital Management
Tennessee
$15K +$14.7K +389 New
IA
159
IFP Advisors
Florida
$14K -$5.39K -143 -27%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
LFA
161
Legacy Financial Advisors
Kentucky
$13K
SGAM
162
Smith Group Asset Management
Texas
$12K -$377 -10 -3%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$12K +$11.8K +313 New
TPWA
164
TRUE Private Wealth Advisors
Oregon
$11.7K +$11.5K +305 New
RFC
165
Regions Financial Corp
Alabama
$11K -$19K -505 -63%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$11K +$7.65K +203 +221%
FPFS
167
First Personal Financial Services
North Carolina
$9K +$8.55K +227 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$8K
Federated Hermes
169
Federated Hermes
Pennsylvania
$6K -$2.41K -64 -27%
GWM
170
Geneos Wealth Management
Colorado
$6K
HT
171
Heritage Trust
Oklahoma
$6K
Lazard Asset Management
172
Lazard Asset Management
New York
$6K +$6.25K +166 New
KL
173
KWMG LLC
Kansas
$5K
TC
174
Truvestments Capital
Florida
$5K +$4.9K +130 New
RFA
175
Reilly Financial Advisors
California
$4K