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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
Salem Investment Counselors
North Carolina
$16K – – –
BBHC
552
Brown Brothers Harriman & Co
New York
$15K +$6.93K +80 +78%
CMP
553
Coston McIsaac & Partners
Maine
$15K +$16.3K +188 New
PFS
554
Prospera Financial Services
Texas
$14K -$49.7K -574 -77%
CA
555
Clearstead Advisors
Ohio
$14K -$12.7K -147 -46%
IA
556
IFP Advisors
Florida
$14K – – –
Jones Financial Companies
557
Jones Financial Companies
Missouri
$13K -$13.3K -153 -49%
TWA
558
TCI Wealth Advisors
Arizona
$13K +$9.62K +111 +222%
ACM
559
AUA Capital Management
Pennsylvania
$12K – – –
CFN
560
Cordasco Financial Network
Florida
$12K – – –
CWM
561
Cranbrook Wealth Management
Michigan
$12K – – –
FMP
562
Financial Management Professionals
Texas
$12K – – –
GWM
563
Geneos Wealth Management
Colorado
$11K – – –
RE
564
RBC Europe
United Kingdom
$11K – – –
BTI
565
Blue Trust Inc
Georgia
$11K +$11.3K +131 New
GRP
566
Global Retirement Partners
California
$10K -$866 -10 -7%
HFM
567
Hartford Financial Management
Connecticut
$10K – – –
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$87 +1 +0.8%
WA
569
Win Advisors
Florida
$10K +$4.25K +49 +64%
CIM
570
Contravisory Investment Management
Massachusetts
$9K -$373K -4,311 -97%
PFBT
571
Parkside Financial Bank & Trust
Missouri
$9K -$2.08K -24 -17%
BAM
572
Bellevue Asset Management
Washington
$9K – – –
MWM
573
Mascoma Wealth Management
New Hampshire
$9K – – –
FEG
574
Financial Enhancement Group
Indiana
$8K – – –
NIC
575
Northwest Investment Counselors
Oregon
$8K – – –