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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
326
Sandy Spring Bank
Maryland
$15K – – –
PMFA
327
Plante Moran Financial Advisors
Michigan
$15K +$13.9K +53 New
CAGAS
328
Capital Advisory Group Advisory Services
Minnesota
$14K -$299K -1,139 -96%
CAW
329
Cornerstone Advisors (Washington)
Washington
$14K – – –
Sowell Financial Services
330
Sowell Financial Services
Arkansas
$14K +$3.93K +15 +45%
WEC
331
Winslow Evans & Crocker
Massachusetts
$13K – – –
RWA
332
Ropes Wealth Advisors
Massachusetts
$12K – – –
FFA
333
Founders Financial Alliance
North Carolina
$12K +$10.7K +41 New
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$11K -$3.93K -15 -27%
Smithfield Trust
335
Smithfield Trust
Pennsylvania
$11K – – –
NNP
336
Nachman Norwood & Parrott
South Carolina
$11K +$9.7K +37 New
EARNEST Partners
337
EARNEST Partners
Georgia
$9K – – –
LC
338
Lindbrook Capital
California
$9K +$3.15K +12 +60%
Ameritas Investment Partners
339
Ameritas Investment Partners
Nebraska
$8K -$6.55K -25 -45%
TFS
340
TrustCore Financial Services
Tennessee
$8K – – –
AF
341
Advisornet Financial
Minnesota
$7K -$2.62K -10 -29%
PAI
342
Pittenger & Anderson Inc
Nebraska
$6K – – –
SA
343
SRH Advisors
Kansas
$6K +$5.5K +21 New
BAM
344
Bellevue Asset Management
Washington
$5K -$2.62K -10 -38%
PWMG
345
Prestige Wealth Management Group
New Jersey
$4K – – –
TD Private Client Wealth
346
TD Private Client Wealth
New York
$3.21K – – –
CFD
347
Creative Financial Designs
Indiana
$3K – – –
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
CFGS
349
Concourse Financial Group Securities
Alabama
$3K +$786 +3 +38%
BFC
350
Bedel Financial Consulting
Indiana
$3K +$1.05K +4 +80%