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Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Whittier Trust
California
$18K
NFG
502
Next Financial Group
Texas
$18K +$673 +7 +4%
PWS
503
Paragon Wealth Strategies
Florida
$18K +$18.3K +190 New
GAM
504
Gemmer Asset Management
California
$17K
QCG
505
Quadrant Capital Group
Ohio
$17K +$865 +9 +5%
CFA
506
Carroll Financial Associates
North Carolina
$16K -$96 -1 -0.6%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$16K
BFC
508
Bedel Financial Consulting
Indiana
$15K
CA
509
Clearstead Advisors
Ohio
$15K +$1.15K +12 +8%
UFF
510
USA Financial Formulas
Michigan
$14K -$888K -9,238 -98%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$14K -$2.4K -25 -15%
ACM
512
AUA Capital Management
Pennsylvania
$14K
CFN
513
Cordasco Financial Network
Florida
$14K
CWM
514
Cranbrook Wealth Management
Michigan
$14K
FMP
515
Financial Management Professionals
Texas
$14K
FF
516
FourThought Financial
Florida
$14K
HFM
517
Hartford Financial Management
Connecticut
$12K
RA
518
Resolute Advisors
California
$12K
HCP
519
Hexagon Capital Partners
Arkansas
$11K -$2.11K -22 -16%
CFO
520
CVA Family Office
Colorado
$11K +$8.17K +85 +243%
FHC
521
First Horizon Corporation
Tennessee
$10K +$481 +5 +5%
PFBT
522
Parkside Financial Bank & Trust
Missouri
$10K +$577 +6 +6%
GWM
523
Geneos Wealth Management
Colorado
$9K -$20.3K -211 -68%
FEG
524
Financial Enhancement Group
Indiana
$9K
TIM
525
Tortoise Investment Management
New York
$9K +$9.61K +100 New