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Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Kaizen Advisory
Illinois
$13K – – –
OIA
452
OneDigital Investment Advisors
Kansas
$13K – – –
VCM
453
Versant Capital Management
Arizona
$13K +$253 +5 +2%
BFC
454
Bedel Financial Consulting
Indiana
$13K +$13K +258 New
DBT
455
Dubuque Bank & Trust
Iowa
$12K – – –
WC
456
Whitney & Co
New York
$11K +$11.2K +222 New
FPFS
457
First Personal Financial Services
North Carolina
$10K -$27.9K -551 -72%
GWS
458
Glassman Wealth Services
Virginia
$10K – – –
PK
459
Pflug Koory
Nebraska
$10K – – –
JCM
460
Jacobi Capital Management
Pennsylvania
$10K +$506 +10 +5%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$10K +$10.5K +207 New
SWM
462
SeaCrest Wealth Management
New York
$9K – – –
WIM
463
Westside Investment Management
California
$8.46K – – –
HFP
464
Holistic Financial Partners
Indiana
$8K – – –
BBA
465
Braun-Bostich & Associates
Pennsylvania
$8K +$7.94K +157 New
PCP
466
Proficio Capital Partners
Massachusetts
$7K -$657 -13 -8%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
HT
468
Heritage Trust
Oklahoma
$6K – – –
BRC
469
Bell Rock Capital
Delaware
$6K +$6.57K +130 New
BFEC
470
Benjamin F. Edwards & Company
Missouri
$5K – – –
PFBT
471
Parkside Financial Bank & Trust
Missouri
$5K – – –
OGC
472
Oak Grove Capital
New Hampshire
$5K +$5.06K +100 New
HNB
473
Huntington National Bank
Ohio
$5K +$5.26K +104 New
HIM
474
Hillsdale Investment Management
Ontario, Canada
$4K -$1.52K -30 -27%
SPIA
475
Steward Partners Investment Advisory
New York
$4K – – –