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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
401
Arax Advisory Partners
Colorado
$11K +$115 +1 +0.9%
TWA
402
TCI Wealth Advisors
Arizona
$11K +$1.26K +11 +11%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.87K +25 +31%
PA
404
PSI Advisors
Florida
$11K +$11.9K +104 New
AF
405
Allworth Financial
California
$11K +$12.5K +109 New
CA
406
Clearstead Advisors
Ohio
$10K -$46.4K -404 -81%
FPS
407
Fieldpoint Private Securities
Connecticut
$10K – – –
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
Loomis, Sayles & Company
409
Loomis, Sayles & Company
Massachusetts
$10K +$11.5K +100 New
SIAP
410
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
VCM
411
Vigilant Capital Management
Maine
$8K +$8.96K +78 New
CFD
412
Creative Financial Designs
Indiana
$7K – – –
GEA
413
Glen Eagle Advisors
New Jersey
$6.25K – – –
Jones Financial Companies
414
Jones Financial Companies
Missouri
$6K – – –
BWM
415
BerganKDV Wealth Management
Minnesota
$6K +$1.72K +15 +37%
CCC
416
Crescent Capital Consulting
Louisiana
$5K – – –
IFAM
417
Institutional & Family Asset Management
Colorado
$5K – – –
WAS
418
Winch Advisory Services
Wisconsin
$5K +$4.59K +40 +800%
WLPWM
419
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
S
420
SignatureFD
Georgia
$3K -$4.71K -41 -59%
EARNEST Partners
421
EARNEST Partners
Georgia
$3K – – –
JWM
422
Janiczek Wealth Management
Colorado
$3K – – –
HR
423
Howe & Rusling
New York
$3K +$115 +1 +3%
AWA
424
Arkadios Wealth Advisors
Georgia
$2K -$3.22K -28 -51%
BCA
425
Berman Capital Advisors
Georgia
$2K -$2.53K -22 -39%