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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
601
Next Financial Group
Texas
$668K +$37.1K +672 +7%
MCM
602
McMillion Capital Management
North Carolina
$665K -$11.9K -215 -2%
FPWM
603
FSB Premier Wealth Management
Iowa
$661K +$285K +5,166 +90%
AL
604
Arnhold LLC
New York
$657K – – –
WTC
605
WhitTier Trust Company
Nevada
$656K – – –
Vanguard Personalized Indexing Management
606
Vanguard Personalized Indexing Management
California
$656K +$242K +4,387 +68%
ASN
607
Advisory Services Network
Georgia
$654K -$67.6K -1,225 -10%
PFGIA
608
Patriot Financial Group Insurance Agency
Massachusetts
$652K -$66.4K -1,203 -10%
Bessemer Group
609
Bessemer Group
New Jersey
$650K -$857K -15,529 -59%
PWM
610
Palumbo Wealth Management
New York
$649K +$589K +10,673 New
MAFM
611
Mid Atlantic Financial Management
Pennsylvania
$648K -$39.8K -722 -6%
VCM
612
Virtue Capital Management
Tennessee
$644K -$300K -5,444 -34%
HP
613
Hikari Power
Japan
$643K – – –
AWM
614
Altium Wealth Management
New York
$643K +$18.4K +334 +3%
BPM
615
Bowling Portfolio Management
Ohio
$637K -$1.47M -26,643 -72%
AIP
616
Ameritas Investment Partners
Nebraska
$634K -$40.1K -726 -6%
WA
617
WBH Advisory
Maryland
$632K +$276 +5 +0%
OPS
618
Orion Portfolio Solutions
Nebraska
$632K +$662 +12 +0.1%
SDAM
619
Shulman DeMeo Asset Management
New York
$632K +$993 +18 +0.2%
LNC
620
Lincoln National Corp
Pennsylvania
$630K -$27.9K -506 -5%
BCA
621
Bay Colony Advisors
Massachusetts
$626K +$569K +10,306 New
DA
622
Detalus Advisors
Missouri
$623K – – –
CIA
623
Choate Investment Advisors
Massachusetts
$622K +$662 +12 +0.1%
OPA
624
Old Port Advisors
Maine
$621K +$162K +2,936 +40%
HH
625
Hilltop Holdings
Texas
$616K -$13.2K -239 -2%