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Name Holding Trade Value Shares
Change
Change in
Stake
HR
201
Howe & Rusling
New York
$17K – – –
BCA
202
Berman Capital Advisors
Georgia
$16K – – –
CFA
203
Carroll Financial Associates
North Carolina
$16K – – –
MA
204
MUFG Americas
New York
$16K – – –
GRP
205
Global Retirement Partners
California
$12K -$1.43K -60 -11%
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$9.13K +382 +406%
BC
207
Barnett & Company
Tennessee
$12K +$11.1K +464 New
PCIA
208
Prime Capital Investment Advisors
Kansas
$11K – – –
HWM
209
Howard Wealth Management
Connecticut
$11K +$10.5K +440 New
SCA
210
Stonebridge Capital Advisors
Minnesota
$10K +$8.75K +366 +989%
FFC
211
First Financial Corp
Indiana
$9K – – –
TJHA
212
Thomas J. Herzfeld Advisors
Florida
$8K -$1.86K -78 -19%
PMFA
213
Plante Moran Financial Advisors
Michigan
$8K – – –
WCG
214
Weaver Consulting Group
California
$8K – – –
MAM
215
Meeder Asset Management
Ohio
$8K +$7.34K +307 New
MF
216
Manchester Financial
California
$8K +$7.36K +308 New
EWA
217
Evolution Wealth Advisors
Florida
$7K +$6.29K +263 New
SFS
218
Sowell Financial Services
Arkansas
$6K -$239 -10 -4%
CAC
219
Certified Advisory Corp
Florida
$6K – – –
JCM
220
Jacobi Capital Management
Pennsylvania
$6K – – –
SWM
221
Sugarloaf Wealth Management
Georgia
$6K +$5.95K +249 New
GAM
222
Gemmer Asset Management
California
$5K – – –
IA
223
IFP Advisors
Florida
$5K +$2.08K +87 +77%
HWM
224
HighMark Wealth Management
Minnesota
$5K +$4.88K +204 New
BFEC
225
Benjamin F. Edwards & Company
Missouri
$4K – – –