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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
651
IMA Advisory Services
Colorado
$39K -$10.3K -120 -20%
BBPWM
652
Blue Bell Private Wealth Management
Pennsylvania
$37K -$6.45K -75 -15%
CHA
653
Carmichael Hill & Associates
Maryland
$33K – – –
OA
654
Operose Advisors
Wisconsin
$33K – – –
BWM
655
Baystate Wealth Management
Massachusetts
$31K +$172 +2 +0.5%
HFS
656
Hantz Financial Services
Michigan
$30K – – –
PTC
657
Private Trust Company
Ohio
$30K – – –
ZB
658
Zions Bancorporation
Utah
$28K -$430 -5 -1%
CBT
659
CoreFirst Bank & Trust
Kansas
$28K – – –
AF
660
Allworth Financial
California
$27K -$5.08K -59 -15%
NFSG
661
Newbridge Financial Services Group
Florida
$27K +$6.8K +79 +32%
AIM
662
Arcadia Investment Management
Michigan
$25K – – –
HFM
663
Harvest Fund Management
China
$25K +$25.7K +299 New
C
664
Covestor
United Kingdom
$24K – – –
UB
665
UMB Bank
Missouri
$23K -$2.15K -25 -8%
ACM
666
AUA Capital Management
Pennsylvania
$21K – – –
MMG
667
Monetary Management Group
Missouri
$21K – – –
JWA
668
JFS Wealth Advisors
Pennsylvania
$20K +$5.59K +65 +37%
EWA
669
EverSource Wealth Advisors
Alabama
$19K -$75.4K -877 -80%
GWSG
670
GPS Wealth Strategies Group
Colorado
$19K – – –
JFA
671
JNBA Financial Advisors
Minnesota
$19K – – –
NIC
672
Northwest Investment Counselors
Oregon
$19K – – –
HGERS
673
Householder Group Estate & Retirement Specialist
Arizona
$18K +$18.8K +219 New
CCM
674
Covington Capital Management
California
$18K +$18.9K +220 New
TWM
675
Tradition Wealth Management
Minnesota
$17K -$23.7K -276 -58%