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Name Holding Trade Value Shares
Change
Change in
Stake
TL
151
TrueWealth LLC
Georgia
$16K -$6.27K -309 -28%
FHB
152
First Hawaiian Bank
Hawaii
$16K +$1.42K +70 +10%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$15.1K
ASN
154
Advisory Services Network
Georgia
$13K
CFA
155
Carroll Financial Associates
North Carolina
$13K +$1.64K +81 +14%
AF
156
Advisornet Financial
Minnesota
$12K -$3.33K -164 -22%
IP
157
Intellectus Partners
California
$11K
LNB
158
Ledyard National Bank
$11K
CC
159
Claybrook Capital
Massachusetts
$11K +$10.6K +520 New
WDL
160
Well Done LLC
Michigan
$11K +$10.6K +520 New
IA
161
IFP Advisors
Florida
$10K -$7.27K -358 -42%
PGWM
162
Parisi Gray Wealth Management
New Jersey
$10K
AIA
163
Alera Investment Advisors
Illinois
$10K +$9.95K +490 New
BI
164
Bramshill Investments
Florida
$9K -$2.98K -147 -26%
HNB
165
Huntington National Bank
Ohio
$9K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$9K +$5.03K +248 +128%
PWMG
167
Prestige Wealth Management Group
New Jersey
$9K +$8.95K +441 New
APA
168
American Portfolios Advisors
New York
$7.94K +$2.68K +132 +52%
SF
169
Synovus Financial
Georgia
$7K +$7.14K +352 New
GRP
170
Global Retirement Partners
California
$6K -$1.1K -54 -16%
PB
171
Pinnacle Bancorp
Nebraska
$6K +$6.07K +299 New
BL
172
Balentine LLC
Georgia
$6K +$6.21K +306 New
BBHC
173
Brown Brothers Harriman & Co
New York
$6K +$6.27K +309 New
PA
174
Parallel Advisors
California
$5K -$7.37K -363 -59%
VFA
175
Valeo Financial Advisors
Indiana
$5K -$2.48K -122 -34%