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PPLI

People Inc
PPLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
451
Wealthspire Advisors (Maryland)
Maryland
$26K +$2.07K +56 +9%
NFG
452
Next Financial Group
Texas
$26K +$23.8K +643 +1,148%
NFH
453
NEXT Financial Holdings
Texas
$26K +$25.9K +699 New
MA
454
MUFG Americas
New York
$26K +$26.1K +705 New
LWM
455
Lenox Wealth Management
Ohio
$25K -$4.37K -118 -15%
RCAG
456
Rehmann Capital Advisory Group
Michigan
$24.4K -$14.7K -397 -38%
HIIFS
457
Harel Insurance Investments & Financial Services
Israel
$23K -$28.2K -761 -56%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$23K +$2.26K +61 +11%
RFC
459
Regions Financial Corp
Alabama
$20K – – –
LJHT
460
Laurie J. Hall Trustee
$19K – – –
SWM
461
SeaCrest Wealth Management
New York
$18K – – –
SIAS
462
Shine Investment Advisory Services
Colorado
$17K +$2.48K +67 +18%
BCA
463
Berman Capital Advisors
Georgia
$17K +$14.3K +386 +429%
AC
464
Avestar Capital
New York
$16K – – –
HMS
465
Hanseatic Management Services
New Mexico
$16K – – –
CHP
466
Cable Hill Partners
Oregon
$16K +$4.96K +134 +46%
ME
467
McIlrath & Eck
Washington
$15K – – –
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$14.5K – – –
PCA
469
Providence Capital Advisors
North Carolina
$14K – – –
PFO
470
Pathstone Family Office
New Jersey
$14K +$3.52K +95 +35%
PA
471
Parallel Advisors
California
$13K – – –
ZB
472
Zions Bancorporation
Utah
$12K +$814 +22 +7%
PCP
473
Proficio Capital Partners
Massachusetts
$12K +$1.85K +50 +19%
OIA
474
OneDigital Investment Advisors
Kansas
$11K -$16.5K -447 -61%
ASN
475
Advisory Services Network
Georgia
$11K – – –
17 18
19
20 21