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Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$130K -$356K -16,522 -76%
Creative Planning
227
Creative Planning
Kansas
$124K -$2.16K -100 -2%
MFS
228
MSI Financial Services
Massachusetts
$84K +$23.8K +1,103 +49%
RFS
229
Rockefeller Financial Services
New York
$82K
BG
230
Bollard Group
Massachusetts
$77K +$561 +26 +0.8%
FANJ
231
Financial Architects (New Jersey)
New Jersey
$75K -$4.31K -200 -6%
HR
232
Howe & Rusling
New York
$73K +$41.3K +1,915 +190%
HDIM
233
Hanson & Doremus Investment Management
Vermont
$68K -$13.9K -644 -19%
SGAM
234
Smith Group Asset Management
Texas
$57K +$49.2K +2,280 New
CTC
235
Central Trust Company
Missouri
$55K
GWM
236
Geneos Wealth Management
Colorado
$48K -$2.67K -124 -6%
AIM
237
Anchor Investment Management
South Carolina
$47.2K -$17.3K -800 -30%
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$47K
ASN
239
Advisory Services Network
Georgia
$34K -$3.64K -169 -11%
NFG
240
Next Financial Group
Texas
$32K
KF
241
Krilogy Financial
Missouri
$24K +$19.4K +900 +1,698%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$22K
MWP
243
MYCIO Wealth Partners
Pennsylvania
$20K
AA
244
Apriem Advisors
California
$18K
WCBA
245
Weaver C. Barksdale & Associates
Tennessee
$18K +$431 +20 +3%
HMS
246
Hanseatic Management Services
New Mexico
$18K +$15.5K +717 New
CFN
247
Cordasco Financial Network
Florida
$17K
KBC Group
248
KBC Group
Belgium
$14K
HFM
249
Hartford Financial Management
Connecticut
$12K
HNB
250
Huntington National Bank
Ohio
$12K +$10.8K +500 New