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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$7K – – –
TFS
502
TrustCore Financial Services
Tennessee
$7K +$8.01K +272 New
NSIM
503
North Star Investment Management
Illinois
$6K – – –
JWA
504
JFS Wealth Advisors
Pennsylvania
$6K +$501 +17 +8%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$6K +$1.32K +45 +22%
CFB
506
Cullen/Frost Bankers
Texas
$6K +$6.45K +219 New
ONST
507
Old North State Trust
North Carolina
$6K +$7.25K +246 New
PB
508
Pinnacle Bancorp
Nebraska
$5K – – –
TFGT
509
TS Financial Group (TSFG)
Illinois
$5K – – –
NFSG
510
Newbridge Financial Services Group
Florida
$5K +$29 +1 +0.5%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.5K +51 +40%
HCP
512
Hexagon Capital Partners
Arkansas
$5K +$5.63K +191 +9,550%
CFFP
513
Center for Financial Planning
Michigan
$4K – – –
VCM
514
Versant Capital Management
Arizona
$4K – – –
EC
515
EdgeRock Capital
Colorado
$4K +$5.13K +174 New
Loomis, Sayles & Company
516
Loomis, Sayles & Company
Massachusetts
$3K -$17.8K -605 -84%
GRP
517
Global Retirement Partners
California
$3K -$118 -4 -3%
CSB
518
City State Bank
Iowa
$3K – – –
PA
519
PSI Advisors
Florida
$3K – – –
BWM
520
Baystate Wealth Management
Massachusetts
$3K +$29 +1 +0.8%
GEA
521
Glen Eagle Advisors
New Jersey
$2.96K – – –
BIA
522
Bell Investment Advisors
California
$2K – – –
CFD
523
Creative Financial Designs
Indiana
$2K – – –
EWM
524
Endurance Wealth Management
Rhode Island
$2K – – –
FMP
525
Financial Management Professionals
Texas
$2K – – –