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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
501
San Francisco Sentry Investment Group
California
$125K – – –
MCM
502
Manchester Capital Management
Vermont
$121K – – –
AF
503
Advisornet Financial
Minnesota
$119K – – –
FGAM
504
Financial Gravity Asset Management
Texas
$108K – – –
NSIM
505
North Star Investment Management
Illinois
$105K +$116 +1 +0.1%
CA
506
Clearstead Advisors
Ohio
$93K +$1.74K +15 +2%
ETC
507
Exchange Traded Concepts
Oklahoma
$93K +$13.1K +113 +15%
CCC
508
Crescent Capital Consulting
Louisiana
$88K – – –
IRC
509
Investors Research Corp
Georgia
$87K – – –
NIM
510
NuWave Investment Management
New Jersey
$85K +$81.6K +705 +892%
LC
511
Lindbrook Capital
California
$84K +$45.3K +391 +102%
KFI
512
Key Financial Inc
Pennsylvania
$84K +$90.9K +785 New
LWA
513
Lowe Wealth Advisors
Maryland
$80K +$85.1K +735 New
RIM
514
Rockbridge Investment Management
New York
$72K – – –
SOW
515
State of Wyoming
Wyoming
$72K +$77.2K +667 New
FWM
516
Filbrandt Wealth Management
Wisconsin
$69K – – –
HI
517
Harbour Investments
Wisconsin
$68K +$4.05K +35 +6%
SWM
518
Spire Wealth Management
Virginia
$66K -$575K -4,967 -89%
MIFH
519
Migdal Insurance & Financial Holdings
Israel
$64K +$16.9K +146 +33%
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$59K – – –
Bessemer Group
521
Bessemer Group
New Jersey
$56K -$110K -946 -65%
CAM
522
Close Asset Management
United Kingdom
$54K – – –
IA
523
IndexIQ Advisors
New York
$52K -$72.4K -625 -56%
EBA
524
Eagle Bay Advisors
New York
$52K +$52.1K +450 New
CFA
525
Carroll Financial Associates
North Carolina
$50K +$11.7K +101 +28%