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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
401
Squar Milner Financial Services
California
$10K +$9.47K +67 New
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$9K +$1.27K +9 +18%
OWA
403
One Wealth Advisors
California
$9K +$8.77K +62 New
RCAG
404
Rehmann Capital Advisory Group
Michigan
$6.68K -$15.8K -112 -72%
HWA
405
Heritage Wealth Advisors
Virginia
$6.22K +$5.8K +41 New
EARNEST Partners
406
EARNEST Partners
Georgia
$6K – – –
VNA
407
Valley National Advisers
Pennsylvania
$6K – – –
PCMK
408
Paragon Capital Management (Kansas)
Kansas
$6K +$5.8K +41 New
SCM
409
Shelton Capital Management
Colorado
$5.4K -$648K -4,581 -85%
FPFS
410
First Personal Financial Services
North Carolina
$5K – – –
S
411
SignatureFD
Georgia
$5K – – –
CFGS
412
Concourse Financial Group Securities
Alabama
$5K +$4.24K +30 +333%
RIA
413
Realta Investment Advisors
Delaware
$5K +$4.67K +33 New
CCM
414
Cribstone Capital Management
Maine
$3K – – –
PMFA
415
Plante Moran Financial Advisors
Michigan
$3K – – –
SFSIG
416
San Francisco Sentry Investment Group
California
$3K – – –
TFO
417
Tarbox Family Office
California
$3K – – –
TWA
418
TCI Wealth Advisors
Arizona
$3K – – –
TCA
419
Tortoise Capital Advisors
Kansas
$3K – – –
LWA
420
Lenox Wealth Advisors
New York
$3K +$2.69K +19 New
BWM
421
BerganKDV Wealth Management
Minnesota
$2K – – –
FHA
422
Flagship Harbor Advisors
Massachusetts
$2K – – –
VFA
423
Valeo Financial Advisors
Indiana
$2K – – –
SL
424
Salomon & Ludwin
Virginia
$2K +$1.55K +11 New
RWM
425
Raffa Wealth Management
District of Columbia
$1.37K – – –