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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
201
HM Payson & Co
Maine
$25K
US Bancorp
202
US Bancorp
Minnesota
$25K +$15.2K +650 +1,032%
NFSG
203
Newbridge Financial Services Group
Florida
$21K
PCM
204
Penserra Capital Management
California
$20K +$13.9K +592 New
QCG
205
Quadrant Capital Group
Ohio
$16K +$11K +468 New
FWM
206
FFT Wealth Management
Pennsylvania
$13K +$8.9K +380 New
RE
207
RBC Europe
United Kingdom
$10.5K -$15.2K -650 -68%
FP
208
Financial Perspectives
Minnesota
$10.2K
PMFA
209
Plante Moran Financial Advisors
Michigan
$10K +$7.03K +300 New
PA
210
Parallel Advisors
California
$8K -$14.1K -600 -72%
CFFP
211
Center for Financial Planning
Michigan
$8K
TFGT
212
TS Financial Group (TSFG)
Illinois
$8K
RFA
213
Reilly Financial Advisors
California
$7K
VNA
214
Valley National Advisers
Pennsylvania
$7K
GWSG
215
GPS Wealth Strategies Group
Colorado
$6K -$67.9K -2,898 -95%
CHA
216
Carmichael Hill & Associates
Maryland
$6K +$468 +20 +14%
CB
217
CNB Bank
Pennsylvania
$5K
LFG
218
Larson Financial Group
Missouri
$5K
SFP
219
Sterling Financial Planning
New Jersey
$5K
GWS
220
Glassman Wealth Services
Virginia
$5K +$3.02K +129 New
ASN
221
Advisory Services Network
Georgia
$5K +$3.21K +137 New
GAM
222
Gemmer Asset Management
California
$4K
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$3K
EIP
224
Ellis Investment Partners
Pennsylvania
$3K
FWM
225
Focused Wealth Management
New York
$3K