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Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$18K – – –
FHA
252
First Horizon Advisors
Tennessee
$18K +$15.9K +505 +316%
HR
253
Howe & Rusling
New York
$17K – – –
PFSC
254
Peoples Financial Services Corp
Pennsylvania
$17K – – –
VFA
255
Valeo Financial Advisors
Indiana
$15K – – –
BRC
256
Bell Rock Capital
Delaware
$14K – – –
GWM
257
Geneos Wealth Management
Colorado
$14K – – –
ASN
258
Advisory Services Network
Georgia
$13K – – –
CAM
259
Close Asset Management
United Kingdom
$9K – – –
BBHC
260
Brown Brothers Harriman & Co
New York
$8K +$7.22K +229 +352%
BFC
261
Bedel Financial Consulting
Indiana
$7K – – –
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SIM
263
Sonora Investment Management
Arizona
$6K – – –
SFS
264
Sowell Financial Services
Arkansas
$6K +$6.18K +196 New
AM
265
Atwater Malick
Pennsylvania
$6K +$6.31K +200 New
S
266
SignatureFD
Georgia
$5K – – –
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.07K +34 +22%
CJA
268
C-J Advisory
California
$5K +$5.39K +171 New
APA
269
American Portfolios Advisors
New York
$4.84K – – –
KFS
270
Kelly Financial Services
Massachusetts
$4.06K – – –
CFG
271
Citizens Financial Group
Rhode Island
$4K – – –
FCA
272
FinTrust Capital Advisors
South Carolina
$3K – – –
GAM
273
Gemmer Asset Management
California
$3K – – –
PRC
274
Pearl River Capital
Michigan
$3K +$3.15K +100 New
AssetMark Inc
275
AssetMark Inc
California
$2K +$2.49K +79 New