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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
676
Financial Gravity Asset Management
Texas
$29K +$9.63K +69 +55%
SFA
677
Semmax Financial Advisors
North Carolina
$28K – – –
CFGS
678
Concourse Financial Group Securities
Alabama
$27K +$8.51K +61 +50%
OFS
679
Orrstown Financial Services
Pennsylvania
$25K -$708K -5,072 -97%
Rockefeller Capital Management
680
Rockefeller Capital Management
New York
$24K -$62.6K -449 -74%
NFG
681
Next Financial Group
Texas
$24K -$2.79K -20 -11%
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$24K +$558 +4 +3%
PMFA
683
Plante Moran Financial Advisors
Michigan
$22K – – –
PFBT
684
Parkside Financial Bank & Trust
Missouri
$22K +$977 +7 +5%
GRP
685
Global Retirement Partners
California
$22K +$21.1K +151 New
HGWM
686
Harvest Group Wealth Management
Massachusetts
$20K – – –
LC
687
Lindbrook Capital
California
$19K +$2.23K +16 +14%
OSNBOA
688
Old Second National Bank of Aurora
Illinois
$17K – – –
QAM
689
QCI Asset Management
New York
$17K – – –
NIM
690
NuWave Investment Management
New Jersey
$17K +$12.1K +87 +335%
RA
691
Rational Advisors
New York
$17K +$12.1K +87 +335%
SBL
692
Sargent Bickham Lagudis
Colorado
$15K – – –
SLF
693
Sun Life Financial
Ontario, Canada
$14K -$14.4K -103 -53%
FPS
694
Fieldpoint Private Securities
Connecticut
$14K +$13.3K +95 New
OIA
695
OneDigital Investment Advisors
Kansas
$13K – – –
VCM
696
Versant Capital Management
Arizona
$12K -$4.61K -33 -28%
AOWM
697
Alpha Omega Wealth Management
Virginia
$11K +$1.81K +13 +20%
MCM
698
McMillion Capital Management
North Carolina
$11K +$10.7K +77 New
PWMG
699
Prestige Wealth Management Group
New Jersey
$10K – – –
RWA
700
Redhawk Wealth Advisors
Minnesota
$10K +$9.77K +70 New