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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
251
Intercontinental Wealth Advisors
Texas
$11K – – –
Global Retirement Partners
252
Global Retirement Partners
California
$11K +$2.29K +15 +27%
GFPC
253
Global Financial Private Client
Florida
$9.15K +$9.01K +59 New
NFG
254
Next Financial Group
Texas
$8K – – –
PMFA
255
Plante Moran Financial Advisors
Michigan
$7K -$15.1K -99 -67%
First Manhattan
256
First Manhattan
New York
$7K – – –
First Horizon Advisors
257
First Horizon Advisors
Tennessee
$6K -$1.07K -7 -14%
LC
258
Lindbrook Capital
California
$6K +$1.22K +8 +24%
Advisory Services Network
259
Advisory Services Network
Georgia
$5K -$153 -1 -3%
ATC
260
Adirondack Trust Company
New York
$5K +$4.58K +30 New
KPW
261
Kore Private Wealth
New York
$5K +$4.73K +31 New
IWP
262
IAG Wealth Partners
Wisconsin
$4K +$3.05K +20 New
AF
263
Advisornet Financial
Minnesota
$4K +$3.82K +25 New
EWA
264
Evolution Wealth Advisors
Florida
$4K +$4.27K +28 New
BCA
265
Berman Capital Advisors
Georgia
$3K – – –
CFFP
266
Center for Financial Planning
Michigan
$3K +$2.6K +17 New
SFG
267
Sowa Financial Group
Rhode Island
$3K +$2.6K +17 New
SMFS
268
Squar Milner Financial Services
California
$3K +$3.36K +22 New
Central Trust Company
269
Central Trust Company
Missouri
$2K – – –
WCM
270
Wealthcare Capital Management
Virginia
$2K +$1.68K +11 New
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Geneos Wealth Management
272
Geneos Wealth Management
Colorado
$1K +$1.07K +7 New
NONA
273
Ninety One North America
New York
– -$10M -69,517 Closed
SFM
274
Sphera Funds Management
Israel
– -$8.22M -57,193 Closed
Bailard
275
Bailard
California
– -$6.93M -48,224 Closed