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Name Holding Trade Value Shares
Change
Change in
Stake
BC
351
Burleson & Co
California
$116K +$6.12K +260 +5%
IA
352
IFP Advisors
Florida
$116K +$133K +5,636 +70%
IA
353
IndexIQ Advisors
New York
$105K +$21.1K +897 +22%
NSIM
354
North Star Investment Management
Illinois
$102K
ZIG
355
Zullo Investment Group
Pennsylvania
$102K +$1.18K +50 +1%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$96K +$32.9K +1,397 +43%
CB
357
CNB Bank
Pennsylvania
$93K
ACA
358
Atlas Capital Advisors
Wyoming
$86.7K +$1.55K +66 +2%
LC
359
Lindbrook Capital
California
$80K -$689K -29,259 -89%
PA
360
Parallel Advisors
California
$66K -$11.4K -485 -14%
FAG
361
Fortitude Advisory Group
Washington
$54K -$6.76K -287 -10%
UB
362
UMB Bank
Missouri
$52K -$1.86K -79 -3%
PMFA
363
Plante Moran Financial Advisors
Michigan
$51K +$47.1K +2,000 +500%
HA
364
Herold Advisors
New York
$48.4K +$54.2K +2,300 New
MW
365
Milestone Wealth
New York
$47K
CFN
366
Cordasco Financial Network
Florida
$47K +$4.71K +200 +10%
SC
367
Stephens Consulting
Michigan
$45.9K -$47.1K -2,000 -48%
HFS
368
Hantz Financial Services
Michigan
$44K -$6.31K -268 -11%
SSB
369
Sandy Spring Bank
Maryland
$43K -$2.35K -100 -5%
SC
370
Shay Capital
New York
$42K +$47.1K +2,000 New
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$41K
FP
372
Financial Perspectives
Minnesota
$40.1K +$10.1K +427 +29%
FCB
373
First Command Bank
Texas
$40K
FCFS
374
First Command Financial Services
Texas
$40K
GWM
375
Geneos Wealth Management
Colorado
$39K -$127K -5,405 -74%