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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$10K -$1.97K -25 -14%
Jones Financial Companies
552
Jones Financial Companies
Missouri
$10K -$1.03K -13 -8%
ACM
553
AUA Capital Management
Pennsylvania
$10K – – –
FMP
554
Financial Management Professionals
Texas
$10K – – –
ADL
555
Asset Dedication LLC
California
$10K +$11.6K +147 New
BTI
556
Blue Trust Inc
Georgia
$9K -$1.66K -21 -16%
PFBT
557
Parkside Financial Bank & Trust
Missouri
$9K +$1.66K +21 +18%
AF
558
Allworth Financial
California
$9K +$4.66K +59 +78%
GWM
559
Geneos Wealth Management
Colorado
$8K -$711 -9 -6%
WA
560
Win Advisors
Florida
$8K -$316 -4 -3%
BAM
561
Bellevue Asset Management
Washington
$8K – – –
CIM
562
Contravisory Investment Management
Massachusetts
$8K – – –
HFM
563
Hartford Financial Management
Connecticut
$8K – – –
LFG
564
Larson Financial Group
Missouri
$8K +$9.95K +126 New
FEG
565
Financial Enhancement Group
Indiana
$7K – – –
MWM
566
Mascoma Wealth Management
New Hampshire
$7K – – –
TIM
567
Tortoise Investment Management
New York
$7K – – –
FF
568
FourThought Financial
Florida
$7K +$4.11K +52 +102%
BA
569
Bellwether Advisors
Nebraska
$6K – – –
OSNBOA
570
Old Second National Bank of Aurora
Illinois
$6K – – –
NIC
571
Northwest Investment Counselors
Oregon
$5K -$1.82K -23 -24%
ANBT
572
American National Bank & Trust
Texas
$5K – – –
AWM
573
Atticus Wealth Management
Florida
$5K – – –
CYG
574
Clean Yield Group
Vermont
$5K – – –
GI
575
Gradient Investments
Minnesota
$5K – – –