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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
Next Financial Group
Texas
$12K +$11.8K +211 New
BFEC
627
Benjamin F. Edwards & Company
Missouri
$11K
GAM
628
Gemmer Asset Management
California
$11K
GRP
629
Global Retirement Partners
California
$11K
SIC
630
Salem Investment Counselors
North Carolina
$11K +$9.91K +177 +770%
FFA
631
Founders Financial Alliance
North Carolina
$11K +$11.5K +205 New
CFFP
632
Center for Financial Planning
Michigan
$10K -$16.8K -300 -63%
JWM
633
Jeppson Wealth Management
California
$10K +$10.6K +190 New
FCH
634
Freestone Capital Holdings
Washington
$9.21K +$9.35K +167 New
SLF
635
Sun Life Financial
Ontario, Canada
$9K -$616 -11 -7%
SWA
636
Sutton Wealth Advisors
Florida
$8.65K
AF
637
Allworth Financial
California
$8K
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$8K
CFB
639
Cullen/Frost Bankers
Texas
$8K +$560 +10 +7%
CA
640
Centerpoint Advisors
Massachusetts
$8K +$1.29K +23 +18%
CFA
641
Carroll Financial Associates
North Carolina
$8K +$8.23K +147 New
EW
642
Evoke Wealth
California
$7K -$112 -2 -2%
AIM
643
AIA Investment Management
Singapore
$7K +$112 +2 +2%
AS
644
Altshuler Shaham
Israel
$7K +$7K +125 New
WPA
645
West Paces Advisors
Georgia
$6.34K
EWA
646
Evolution Wealth Advisors
Florida
$6K
FHA
647
First Horizon Advisors
Tennessee
$6K
GEA
648
Glen Eagle Advisors
New Jersey
$5.67K
MCM
649
Manchester Capital Management
Vermont
$5K -$148K -2,643 -97%
LWA
650
Lenox Wealth Advisors
New York
$5K +$4.76K +85 New