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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Manchester Capital Management
Vermont
$23.7K
UB
202
UMB Bank
Missouri
$22.2K
MCM
203
MAI Capital Management
Ohio
$22K +$10.9K +345 +88%
AAP
204
Arax Advisory Partners
Colorado
$21.4K -$42.3K -1,334 -65%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$20.8K +$8.79K +277 +66%
ASN
206
Advisory Services Network
Georgia
$20.8K +$22K +694 New
IA
207
IFP Advisors
Florida
$19.6K +$5.05K +159 +32%
TWD
208
True Wealth Design
Ohio
$18.3K +$3.02K +95 +18%
B
209
Bayban
Minnesota
$17.7K
SIS
210
Sound Income Strategies
Florida
$16.6K
HI
211
Harbour Investments
Wisconsin
$15.3K +$11.8K +373 +266%
AA
212
Ancora Advisors
Ohio
$15.1K +$15.9K +502 New
CAL
213
Capital Analysts LLC
Pennsylvania
$15K -$8.73K -275 -37%
EWM
214
Evolution Wealth Management
Florida
$15K
FMP
215
Financial Management Professionals
Texas
$14.5K
AFG
216
Albion Financial Group
Utah
$14.2K
BIA
217
Bell Investment Advisors
California
$13.7K +$7.01K +221 +94%
PTC
218
Private Trust Company
Ohio
$12.4K +$4.6K +145 +54%
MG
219
Mather Group
Illinois
$12.1K +$12.8K +403 New
Bessemer Group
220
Bessemer Group
New Jersey
$12K -$14.3K -450 -53%
TCA
221
Trifecta Capital Advisors
Illinois
$12K +$12.7K +400 New
LI
222
LRI Investments
Florida
$11.2K +$11.8K +372 New
SPIA
223
Steward Partners Investment Advisory
New York
$10.3K +$2.67K +84 +32%
KFG
224
Kingdom Financial Group
Arizona
$9.84K +$10.4K +328 New
LAS
225
Lloyd Advisory Services
Georgia
$9.84K +$10.4K +328 New