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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
126
Carroll Financial Associates
North Carolina
$7K -$3.11K -144 -29%
FGC
127
Financial Gravity Companies
Texas
$7K +$2.77K +128 +60%
FGAM
128
Financial Gravity Asset Management
Texas
$7K +$7.37K +341 New
WWM
129
Willingdon Wealth Management
North Carolina
$7K +$7.37K +341 New
WT
130
Whittier Trust
California
$6K +$2.01K +93 +47%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$6K +$5.71K +264 New
PMFA
132
Plante Moran Financial Advisors
Michigan
$5K +$5.4K +250 New
AAP
133
Arax Advisory Partners
Colorado
$4K -$6.72K -311 -60%
IWM
134
IHT Wealth Management
Illinois
$4K
APP
135
Avantax Planning Partners
Iowa
$4K +$3.98K +184 New
APA
136
American Portfolios Advisors
New York
$3.13K +$3.24K +150 New
WC
137
Whitnell & Co
Illinois
$3K
ACS
138
Archford Capital Strategies
Illinois
$3K +$2.77K +128 New
CS
139
Credential Securities
$2.36K +$2.44K +113 New
DAM
140
Delta Asset Management
Tennessee
$2K
SWP
141
Stratos Wealth Partners
Ohio
$2K
IFAM
142
Institutional & Family Asset Management
Colorado
$2K +$2.01K +93 New
GAM
143
Gemmer Asset Management
California
$2K +$2.46K +114 New
SIM
144
Sonora Investment Management
Arizona
$1.29K
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$5.01K -232 -83%
Barclays
146
Barclays
United Kingdom
$1K +$584 +27 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.25K +58 New
LFG
148
LifePlan Financial Group
Ohio
$1K +$1.3K +60 New
DPIM
149
Duff & Phelps Investment Management
Illinois
-$4.33M -182,585 Closed
VAM
150
Vontobel Asset Management
New York
-$2.93M -123,548 Closed