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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
451
Fieldpoint Private Securities
Connecticut
$40K +$43.6K +345 New
NFG
452
Next Financial Group
Texas
$34K -$19K -150 -33%
RFA
453
Reilly Financial Advisors
California
$34K
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$32K -$2.91K -23 -8%
PCP
455
Proficio Capital Partners
Massachusetts
$28K
TJHA
456
Thomas J. Herzfeld Advisors
Florida
$28K
TDC
457
Thompson Davis & Co
Virginia
$28K +$3.29K +26 +12%
SWA
458
Sutton Wealth Advisors
Florida
$27.4K +$1.52K +12 +5%
HMS
459
Hanseatic Management Services
New Mexico
$26K -$974K -7,701 -97%
PA
460
Parallel Advisors
California
$25K +$6.71K +53 +30%
Bessemer Group
461
Bessemer Group
New Jersey
$23K -$23.2K -183 -49%
FANJ
462
Financial Architects (New Jersey)
New Jersey
$23K +$3.67K +29 +17%
PFBT
463
Parkside Financial Bank & Trust
Missouri
$22K +$1.52K +12 +7%
WTC
464
WhitTier Trust Company
Nevada
$21K
AIM
465
Advantage Investment Management
Iowa
$18K
SIAS
466
Shine Investment Advisory Services
Colorado
$16K -$3.92K -31 -18%
GT
467
Greenleaf Trust
Michigan
$15K +$16.6K +131 New
WA
468
Winfield Associates
Ohio
$12K
DSN
469
D. Scott Neal
Kentucky
$11K -$91.6K -724 -88%
SPIA
470
Steward Partners Investment Advisory
New York
$10K +$1.65K +13 +17%
CBOA
471
Commonwealth Bank of Australia
Australia
$8K -$51.1K -404 -85%
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$8K -$18.5K -146 -68%
TFO
473
Tarbox Family Office
California
$8K +$6.2K +49 +306%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$7K +$3.04K +24 +75%
KTC
475
Kistler-Tiffany Companies
Pennsylvania
$6K