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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$3K +$2.7K +113 New
IA
202
IFP Advisors
Florida
$3K +$2.7K +113 New
AIC
203
Ameritas Investment Company
Nebraska
$3K +$2.89K +121 New
AA
204
Advisory Alpha
Michigan
$2.96K +$3.06K +128 New
PFGIA
205
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$310 -13 -12%
GWM
206
Geneos Wealth Management
Colorado
$2K – – –
CCM
207
Copeland Capital Management
Pennsylvania
$2K +$167 +7 +9%
SIM
208
Sonora Investment Management
Arizona
$2K +$2.39K +100 New
AWM
209
Avior Wealth Management
Nebraska
$1K – – –
FHA
210
Flagship Harbor Advisors
Massachusetts
$1K – – –
IRC
211
Investors Research Corp
Georgia
$1K – – –
SCA
212
Stonebridge Capital Advisors
Minnesota
$1K – – –
PWMG
213
Prestige Wealth Management Group
New Jersey
$1K +$859 +36 New
TCM
214
Tradewinds Capital Management
Washington
$1K +$1.19K +50 New
LWM
215
Liberty Wealth Management
California
$1K +$1.43K +60 New
CCIA
216
Campbell & Co Investment Adviser
Maryland
– -$426K -17,448 Closed
OFS
217
OneAscent Financial Services
Alabama
– -$273K -11,164 Closed
FFG
218
Fortem Financial Group
California
– -$262K -10,730 Closed
Mariner
219
Mariner
Kansas
– -$201K -8,225 Closed
BP
220
Ballentine Partners
Massachusetts
– -$200K -8,216 Closed
BCI
221
Brinker Capital Investments
Pennsylvania
– -$198K -8,112 Closed
PCP
222
Proficio Capital Partners
Massachusetts
– -$30K -1,213 Closed
BBHC
223
Brown Brothers Harriman & Co
New York
– -$21K -873 Closed
VFA
224
Valeo Financial Advisors
Indiana
– -$11K -437 Closed
NCM
225
Next Capital Management
New York
– -$10K -415 Closed