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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Arcadia Investment Management
Michigan
$157K
NFG
227
Next Financial Group
Texas
$140K +$137K +3,572 New
HNB
228
Huntington National Bank
Ohio
$137K -$2.6K -68 -2%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$116K -$11.3K -294 -9%
TPCW
230
TD Private Client Wealth
New York
$98.1K +$96K +2,508 New
MF
231
Manchester Financial
California
$90K
AIC
232
Archer Investment Corporation
Indiana
$86.9K
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$82K -$97.7K -2,554 -55%
LJHT
234
Laurie J. Hall Trustee
$65K +$63.8K +1,666 New
PCG
235
Private Capital Group
Connecticut
$64K +$2.37K +62 +4%
BC
236
Bartlett & Co
Ohio
$61K -$24.9K -650 -30%
PAM
237
Panagora Asset Management
Massachusetts
$61K +$59.5K +1,554 New
BCWM
238
Bartlett & Co Wealth Management
Ohio
$60.6K -$24.9K -650 -30%
SWA
239
Sutton Wealth Advisors
Florida
$56.2K +$10.3K +270 +23%
EIP
240
Ellis Investment Partners
Pennsylvania
$54K
MCM
241
Manchester Capital Management
Vermont
$54K
SFS
242
Sowell Financial Services
Arkansas
$49K +$2.3K +60 +5%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$40K
PA
244
Parallel Advisors
California
$40K +$8.96K +234 +30%
UFF
245
USA Financial Formulas
Michigan
$40K +$39.1K +1,022 New
VCM
246
Versant Capital Management
Arizona
$37K
SPIA
247
Steward Partners Investment Advisory
New York
$32K
GI
248
Gradient Investments
Minnesota
$26K -$25.8K -674 -50%
FHA
249
First Horizon Advisors
Tennessee
$26K
IA
250
IFP Advisors
Florida
$26K