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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
201
Financial Gravity Companies
Texas
$37K +$36K +1,080 New
GRP
202
Global Retirement Partners
California
$36K +$2.84K +85 +9%
PFA
203
Pathway Financial Advisors
Vermont
$34K +$31.5K +945 New
ASN
204
Advisory Services Network
Georgia
$33K +$31.1K +932 New
HIM
205
Hillsdale Investment Management
Ontario, Canada
$32K -$27.4K -820 -48%
FHA
206
First Horizon Advisors
Tennessee
$29K
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$29K
FRA
208
Front Row Advisors
California
$28K +$26.7K +800 New
First Manhattan
209
First Manhattan
New York
$25K
ZB
210
Zions Bancorporation
Utah
$22K -$100 -3 -0.5%
GWM
211
Geneos Wealth Management
Colorado
$22K +$20.7K +620 New
CPIG
212
Chicago Partners Investment Group
Illinois
$21K
GWS
213
Glassman Wealth Services
Virginia
$21K
WTC
214
WhitTier Trust Company
Nevada
$19K
CCM
215
Covington Capital Management
California
$17K +$15.5K +466 New
JAM
216
JCIC Asset Management
Ontario, Canada
$16K +$14.7K +440 New
ST
217
Smithfield Trust
Pennsylvania
$13K -$7.51K -225 -38%
PA
218
Parallel Advisors
California
$13K
SEI Investments
219
SEI Investments
Pennsylvania
$12K -$135K -4,056 -92%
CBOA
220
Commonwealth Bank of Australia
Australia
$10K +$3.34K +100 +50%
MOS
221
MGO One Seven
Ohio
$9K +$8.24K +247 New
PCG
222
Private Capital Group
Connecticut
$8K +$7.91K +237 New
OC
223
Oakworth Capital
Alabama
$7K
RIA
224
RPG Investment Advisory
California
$7K
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$6K +$1.4K +42 +34%