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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
501
Avantax Advisory Services
Texas
$128K +$122K +10,267 New
WWM
502
Western Wealth Management
Colorado
$127K -$239K -20,094 -66%
VFA
503
Valeo Financial Advisors
Indiana
$122K -$66.1K -5,565 -36%
SCP
504
Syntal Capital Partners
Texas
$118K +$112K +9,461 New
FWM
505
Focused Wealth Management
New York
$110K
LS
506
Livforsakringsbolaget Skandia
Sweden
$108K
SFFS
507
Stonehage Fleming Financial Services
Jersey
$108K
IA
508
IFP Advisors
Florida
$103K +$103K +8,684 New
NIM
509
NuWave Investment Management
New Jersey
$92K +$15.1K +1,275 +20%
LWM
510
Liberty Wealth Management
California
$91K +$879 +74 +1%
SIAS
511
Shine Investment Advisory Services
Colorado
$87K +$82.7K +6,964 New
SM
512
SG3 Management
Puerto Rico
$87K +$83.1K +7,000 New
NFG
513
Next Financial Group
Texas
$84K +$35.6K +2,997 +81%
CHC
514
City Holding Co
West Virginia
$80K
RCAG
515
Rehmann Capital Advisory Group
Michigan
$69.5K -$2.66K -224 -4%
FPS
516
Fieldpoint Private Securities
Connecticut
$67K +$7.13K +600 +13%
Bessemer Group
517
Bessemer Group
New Jersey
$63K +$41.7K +3,508 +221%
Loomis, Sayles & Company
518
Loomis, Sayles & Company
Massachusetts
$61K +$58.4K +4,916 New
CIAS
519
Capital Investment Advisory Services
North Carolina
$60K -$4.75K -400 -8%
IWA
520
Intercontinental Wealth Advisors
Texas
$56K +$17.8K +1,500 +50%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$55K
RFM
522
Royal Fund Management
Florida
$54K +$2.78K +234 +6%
TFGT
523
TS Financial Group (TSFG)
Illinois
$52K +$641 +54 +1%
Walleye Capital
524
Walleye Capital
New York
$52K +$2.38K +200 +5%
CBT
525
Capital Bank & Trust
California
$51K +$1.29K +109 +3%