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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$43K
TCWM
327
Total Clarity Wealth Management
Illinois
$39K +$37.3K +800 New
COCM
328
Charter Oak Capital Management
New Hampshire
$35K
NFG
329
Next Financial Group
Texas
$34K -$280 -6 -0.8%
GWM
330
Geneos Wealth Management
Colorado
$32K
MHR
331
Matthew Hamilton Rosenberg
$32K
PFBT
332
Parkside Financial Bank & Trust
Missouri
$31K
BCA
333
Berman Capital Advisors
Georgia
$31K +$9K +193 +41%
IWMWV
334
Ironwood Wealth Management (West Virginia)
West Virginia
$29K
TC
335
Trust Company
Kansas
$29K
HMS
336
Hanseatic Management Services
New Mexico
$28K
ST
337
Sageworth Trust
Pennsylvania
$28K
KPCM
338
Kings Point Capital Management
New York
$26K
QCG
339
Quadrant Capital Group
Ohio
$24K -$140 -3 -0.6%
SN
340
Sittner & Nelson
Oregon
$23K
FAM
341
Fred Alger Management
New York
$23K +$21.8K +468 New
EVM
342
Eaton Vance Management
Massachusetts
$21K +$3.12K +67 +6%
PA
343
PSI Advisors
Florida
$20K +$18.9K +406 New
WAS
344
Winch Advisory Services
Wisconsin
$19K -$4.8K -103 -21%
ME
345
McIlrath & Eck
Washington
$19K
PA
346
Parallel Advisors
California
$18K -$793 -17 -4%
TF
347
TimeScale Financial
Massachusetts
$18K
CFD
348
Creative Financial Designs
Indiana
$17K
BFEC
349
Benjamin F. Edwards & Company
Missouri
$17K +$7.04K +151 +76%
PB
350
Pinnacle Bancorp
Nebraska
$17K +$16.4K +351 New