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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
501
Winslow Evans & Crocker
Massachusetts
$16K – – –
TAIM
502
TD Ameritrade Investment Management
Nebraska
$16K +$6K +60 +58%
JWM
503
Janiczek Wealth Management
Colorado
$15K +$15.5K +155 New
BFC
504
Bedel Financial Consulting
Indiana
$14K – – –
TFS
505
TrustCore Financial Services
Tennessee
$14K – – –
HNB
506
Huntington National Bank
Ohio
$14K +$4.3K +43 +40%
NFSG
507
Newbridge Financial Services Group
Florida
$14K +$14.7K +147 New
ST
508
Smithfield Trust
Pennsylvania
$13K – – –
CI
509
CX Institutional
Indiana
$13K +$2K +20 +17%
AWA
510
Arkadios Wealth Advisors
Georgia
$12.1K -$300 -3 -2%
CMA
511
Cedar Mountain Advisors
Oregon
$12K +$100 +1 +0.8%
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K -$5K -50 -30%
VCM
513
Versant Capital Management
Arizona
$11K – – –
NFG
514
Next Financial Group
Texas
$11K +$11.8K +118 New
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$10K -$146K -1,465 -93%
HI
516
Human Investing
Oregon
$10K -$8.1K -81 -42%
HIA
517
Harbor Investment Advisory
Maryland
$9K – – –
SWM
518
Sugarloaf Wealth Management
Georgia
$9K – – –
PWMG
519
Prestige Wealth Management Group
New Jersey
$9K +$1.3K +13 +15%
FNBOSM
520
First National Bank of South Miami
Florida
$8K – – –
NNP
521
Nachman Norwood & Parrott
South Carolina
$8K +$8.5K +85 New
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
KFS
523
Kelly Financial Services
Massachusetts
$5.69K – – –
H
524
Hexavest
Quebec, Canada
$5K -$18K -180 -78%
Rockefeller Capital Management
525
Rockefeller Capital Management
New York
$5K -$1.1K -11 -17%