Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$8.43K +$234 +18 +3%
AFC
152
Ares Financial Consulting
California
$7.46K +$6.63K +511 +896%
TD Private Client Wealth
153
TD Private Client Wealth
New York
$7.31K +$5.83K +449 +416%
BIA
154
Bell Investment Advisors
California
$7.09K +$480 +37 +7%
MAI Capital Management
155
MAI Capital Management
Ohio
$6.68K +$2.43K +187 +58%
Allworth Financial
156
Allworth Financial
California
$5.5K +$922 +71 +20%
Advisory Services Network
157
Advisory Services Network
Georgia
$5.44K +$5.37K +414 New
UMB Bank
158
UMB Bank
Missouri
$5.42K – – –
PFBT
159
Parkside Financial Bank & Trust
Missouri
$5.15K +$805 +62 +19%
TPWA
160
Twin Peaks Wealth Advisors
California
$5.09K +$5.04K +388 New
MCM
161
Manchester Capital Management
Vermont
$4.82K +$688 +53 +17%
FC
162
Financial Consulate
Maryland
$4.2K +$3.88K +299 +1,495%
MASECO Private Wealth
163
MASECO Private Wealth
$4.04K – – –
AFG
164
Albion Financial Group
Utah
$3.31K – – –
BGAI
165
Bruce G. Allen Investments
Colorado
$3.27K – – –
Bessemer Group
166
Bessemer Group
New Jersey
$3K -$1.68K -129 -32%
OCWP
167
Owl Creek Wealth Partners
Colorado
$2.78K +$2.75K +212 New
SIC
168
SJS Investment Consulting
Ohio
$2.68K +$402 +31 +18%
GW&K Investment Management
169
GW&K Investment Management
Massachusetts
$2K – – –
RWS
170
Retirement Wealth Solutions
Wisconsin
$1.88K +$1.79K +138 +2,760%
JWA
171
JFS Wealth Advisors
Pennsylvania
$1.77K -$1.68K -129 -49%
TWD
172
True Wealth Design
Ohio
$1.67K -$1.58K -122 -49%
IAS
173
IMA Advisory Services
Colorado
$1.59K +$91 +7 +6%
CFM
174
Cornerstone Financial Management
Massachusetts
$1.55K – – –
SEP
175
Signature Equity Partners
Ohio
$1.47K +$26 +2 +2%