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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1651
JNBA Financial Advisors
Minnesota
$312K
LWP
1652
Legacy Wealth Planning
Nevada
$312K +$107 +1 +0%
CBFP
1653
Cedar Brook Financial Partners
Ohio
$312K +$537 +5 +0.2%
SFG
1654
SNS Financial Group
Minnesota
$312K +$4.94K +46 +2%
CWM
1655
Centric Wealth Management
Illinois
$312K +$34.9K +325 +11%
EWM
1656
Evermay Wealth Management
Virginia
$311K +$9.98K +93 +4%
HFM
1657
Hartford Financial Management
Connecticut
$310K
PP
1658
PrairieView Partners
Minnesota
$309K
Financial Engines Advisors
1659
Financial Engines Advisors
California
$308K +$263K +2,453 New
SFPG
1660
Stonebridge Financial Planning Group
Florida
$307K
SAM
1661
Summit Asset Management
Tennessee
$306K
MFG
1662
Menard Financial Group
Texas
$306K +$4.29K +40 +2%
SWM
1663
Stockman Wealth Management
Montana
$305K
PWMG
1664
Prestige Wealth Management Group
New Jersey
$305K +$60K +559 +30%
CFG
1665
CKW Financial Group
Hawaii
$304K
WPC
1666
White Pine Capital
Minnesota
$304K
NAM
1667
NTV Asset Management
West Virginia
$303K
BBA
1668
Braun-Bostich & Associates
Pennsylvania
$303K +$116K +1,082 +81%
CYG
1669
Clean Yield Group
Vermont
$302K +$14K +130 +6%
3F
1670
360 Financial
Minnesota
$301K
AP
1671
Adero Partners
California
$300K -$11.2K -104 -4%
ISL
1672
Ingalls & Snyder LLC
New York
$299K -$1.18K -11 -0.5%
CAMG
1673
CWA Asset Management Group
Florida
$298K -$110K -1,028 -30%
TA
1674
Trellis Advisors
Washington
$298K
M
1675
Mirova
France
$298K +$31.3K +292 +14%