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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Bellevue Asset Management
Washington
$2.94K – – –
PWMG
252
Private Wealth Management Group
New Jersey
$2.44K -$4.05K -141 -63%
BIA
253
Bell Investment Advisors
California
$2.15K – – –
Larson Financial Group
254
Larson Financial Group
Missouri
$2.08K -$1K -35 -33%
Huntington National Bank
255
Huntington National Bank
Ohio
$1.99K – – –
SBI Securities
256
SBI Securities
Japan
$1.94K -$144 -5 -7%
Brown Brothers Harriman & Co
257
Brown Brothers Harriman & Co
New York
$1.91K +$1.87K +65 New
Arax Advisory Partners
258
Arax Advisory Partners
Colorado
$1.59K -$223K -7,780 -99%
QL
259
Quarry LP
New York
$1.47K -$1.49K -52 -51%
SageView Advisory Group
260
SageView Advisory Group
California
$1.47K +$1.44K +50 New
Farmers & Merchants Investments Inc
261
Farmers & Merchants Investments Inc
Nebraska
$1.18K – – –
CFM
262
Cornerstone Financial Management
Massachusetts
$1.18K +$1.15K +40 New
JWA
263
JFS Wealth Advisors
Pennsylvania
$1.15K +$660 +23 +144%
MAM
264
Marquette Asset Management
Minnesota
$1.12K -$804 -28 -42%
Parallel Advisors
265
Parallel Advisors
California
$999 – – –
PWMG
266
Prestige Wealth Management Group
New Jersey
$823 – – –
BGAI
267
Bruce G. Allen Investments
Colorado
$822 -$29 -1 -3%
PP
268
Paladin Partners
Wisconsin
$734 +$718 +25 New
KFAS
269
Keating Financial Advisory Services
Kansas
$646 +$631 +22 New
IFP Advisors
270
IFP Advisors
Florida
$499 – – –
OC
271
Optima Capital
Oregon
$499 +$488 +17 New
AW
272
Ankerstar Wealth
Texas
$382 +$373 +13 New
SS
273
Sunbelt Securities
Texas
$382 +$373 +13 New
SIC
274
SJS Investment Consulting
Ohio
$354 +$144 +5 +71%
AssetMark Inc
275
AssetMark Inc
California
$264 +$258 +9 New