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Name Holding Trade Value Shares
Change
Change in
Stake
PS
276
Planned Solutions
California
$51K +$49.6K +700 New
JWM
277
Janiczek Wealth Management
Colorado
$50K +$38.1K +537 +373%
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$44K +$42.3K +597 New
PFBT
279
Parkside Financial Bank & Trust
Missouri
$43K -$1.28K -18 -3%
CFGS
280
Concourse Financial Group Securities
Alabama
$43K -$638 -9 -2%
BAM
281
Bellevue Asset Management
Washington
$37K
ASN
282
Advisory Services Network
Georgia
$32K -$7.8K -110 -20%
FPS
283
Fieldpoint Private Securities
Connecticut
$32K +$30.9K +436 New
GRP
284
Global Retirement Partners
California
$31K +$71 +1 +0.2%
JWA
285
JFS Wealth Advisors
Pennsylvania
$28K +$142 +2 +0.5%
FHA
286
First Horizon Advisors
Tennessee
$23K +$71 +1 +0.3%
Fuller & Thaler Asset Management
287
Fuller & Thaler Asset Management
California
$22K -$213 -3 -1%
FHC
288
First Horizon Corporation
Tennessee
$15K -$2.98K -42 -17%
ADIM
289
Alpha DNA Investment Management
Maryland
$15K +$15.4K +217 New
AAM
290
Advisors Asset Management
Colorado
$13K -$16K -226 -56%
HFA
291
HC Financial Advisors
California
$12K
ST
292
Smithfield Trust
Pennsylvania
$12K
BCA
293
Berman Capital Advisors
Georgia
$12K +$1.84K +26 +19%
NFG
294
Next Financial Group
Texas
$11K +$10.8K +152 New
PC
295
Pier Capital
Connecticut
$10K -$8.87M -125,067 -100%
TAIM
296
TD Ameritrade Investment Management
Nebraska
$10K +$3.12K +44 +47%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$9K
CCA
298
Childress Capital Advisors
Texas
$9K +$8.65K +122 New
SFS
299
Sowell Financial Services
Arkansas
$8K +$8.16K +115 New
Lazard Asset Management
300
Lazard Asset Management
New York
$7K -$1.46M -20,600 -100%