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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$20K +$13.9K +511 +156%
ACA
227
Atlas Capital Advisors
Wyoming
$18.1K
HI
228
Harbour Investments
Wisconsin
$16K
HR
229
Howe & Rusling
New York
$16K
UB
230
UMB Bank
Missouri
$15K -$570 -21 -3%
HPC
231
HM Payson & Co
Maine
$14K
GRP
232
Global Retirement Partners
California
$14K +$9.83K +362 +243%
MAM
233
Meeder Asset Management
Ohio
$13K -$272 -10 -2%
CCM
234
Covington Capital Management
California
$13K +$14.1K +521 New
WT
235
Washington Trust
Rhode Island
$12K +$516 +19 +4%
CFB
236
Cullen/Frost Bankers
Texas
$12K +$13.3K +488 New
AF
237
Advisornet Financial
Minnesota
$11K -$3.15K -116 -21%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$11K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$11K
JWM
240
Janiczek Wealth Management
Colorado
$10K -$7.49K -276 -41%
FMP
241
Financial Management Professionals
Texas
$10K +$163 +6 +1%
HFS
242
Hantz Financial Services
Michigan
$10K +$7K +258 +180%
HWA
243
HHM Wealth Advisors
Tennessee
$9K
RWM
244
Raffa Wealth Management
District of Columbia
$7.71K
LWP
245
Lumature Wealth Partners
Georgia
$7K -$543 -20 -7%
KFP
246
KB Financial Partners
New Jersey
$7K
SWM
247
Sugarloaf Wealth Management
Georgia
$7K
ZIG
248
Zullo Investment Group
Pennsylvania
$7K
SC
249
Schubert & Co
Texas
$7K +$1.44K +53 +24%
CB
250
Community Bank
New York
$7K +$8.04K +296 New