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Name Holding Trade Value Shares
Change
Change in
Stake
TW
501
TrinityPoint Wealth
Connecticut
$310K -$5.01K -94 -1%
FLI
502
Family Legacy Inc
South Carolina
$310K
S
503
SignatureFD
Georgia
$309K -$194K -3,640 -36%
APP
504
Avantax Planning Partners
Iowa
$309K -$4.05K -76 -1%
CA
505
Cullinan Associates
Kentucky
$307K -$811K -15,200 -70%
AIC
506
Archer Investment Corporation
Indiana
$307K
CNBT
507
Canandaigua National Bank & Trust
New York
$306K
GSBTD
508
Glenview State Bank Trust Department
Illinois
$305K
AIC
509
Ameritas Investment Company
Nebraska
$305K +$30.2K +566 +10%
CFA
510
Carroll Financial Associates
North Carolina
$302K +$33.4K +626 +11%
PP
511
PagnatoKarp Partners
Virginia
$300K -$15.2K -285 -4%
RFM
512
Royal Fund Management
Florida
$300K +$36.5K +685 +12%
JWM
513
Jackson Wealth Management
Florida
$300K +$304K +5,694 New
PVWM
514
Point View Wealth Management
New Jersey
$299K -$36.4K -683 -10%
V
515
Veritable
Delaware
$299K +$2.77K +52 +0.8%
TNA
516
True North Advisors
Texas
$295K +$4.85K +91 +1%
PFS
517
Prospera Financial Services
Texas
$293K -$55.1K -1,033 -14%
LF
518
Lantz Financial
Illinois
$292K -$21.4K -401 -6%
ASN
519
Advisory Services Network
Georgia
$292K +$17K +319 +5%
CIC
520
Carnegie Investment Counsel
Ohio
$291K
EIP
521
Epoch Investment Partners
New York
$290K +$30.6K +574 +10%
VWA
522
Visionary Wealth Advisors
Illinois
$285K -$800 -15 -0.2%
ANRIA
523
American National Registered Investment Advisor
Texas
$283K
EM
524
Excalibur Management
Massachusetts
$282K -$5.97K -112 -2%
ACI
525
AMP Capital Investors
Australia
$280K -$1.14M -21,372 -78%