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Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Pacifica Partners
Canada
$10K +$13.7K +100 New
PMFA
402
Plante Moran Financial Advisors
Michigan
$10K +$13.7K +100 New
BFC
403
Bedel Financial Consulting
Indiana
$9K
AIC
404
Ameritas Investment Company
Nebraska
$9K +$12.1K +88 New
NFG
405
Next Financial Group
Texas
$8K -$114K -830 -91%
LF
406
Lee Financial
Texas
$8K -$4.52K -33 -30%
CAC
407
Certified Advisory Corp
Florida
$8K
SWM
408
Sugarloaf Wealth Management
Georgia
$8K
AWM
409
Avior Wealth Management
Nebraska
$8K +$11.9K +87 New
FHA
410
Flagship Harbor Advisors
Massachusetts
$7K
FAM
411
Fred Alger Management
New York
$7K
OAJ
412
Ogorek Anthony Joseph
New York
$7K
AF
413
Advisornet Financial
Minnesota
$7K +$685 +5 +7%
CI
414
CX Institutional
Indiana
$7K +$3.97K +29 +63%
EWP
415
Engrave Wealth Partners
Texas
$6K -$8.22K -60 -47%
HL
416
Harding Loevner
New Jersey
$6K
ZB
417
Zions Bancorporation
Utah
$6K
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$5K -$46.4K -339 -88%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$5K -$4.25K -31 -40%
EARNEST Partners
420
EARNEST Partners
Georgia
$5K
SLF
421
Sun Life Financial
Ontario, Canada
$5K +$137 +1 +2%
EWM
422
EPG Wealth Management
Georgia
$4K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$4K
VCM
424
Versant Capital Management
Arizona
$4K
IA
425
IFP Advisors
Florida
$4K +$3.01K +22 +129%