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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$83K +$946 +3 +1%
NG
302
NWK Group
California
$77K -$12.6K -40 -17%
Mitsubishi UFJ Trust & Banking
303
Mitsubishi UFJ Trust & Banking
Japan
$77K +$63.1K +200 New
SWM
304
Sugarloaf Wealth Management
Georgia
$75K -$15.8K -50 -20%
NFSG
305
Newbridge Financial Services Group
Florida
$73K +$59.9K +190 New
C
306
Cerebellum
California
$65K +$53.9K +171 New
Bank Julius Baer & Co
307
Bank Julius Baer & Co
Switzerland
$51K +$41.6K +132 New
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$50K +$41K +130 New
ASN
309
Advisory Services Network
Georgia
$40K +$33.1K +105 New
CFB
310
Cullen/Frost Bankers
Texas
$38K -$63.1K -200 -67%
HNB
311
Huntington National Bank
Ohio
$38K – – –
AAMU
312
Amundi Asset Management US
Massachusetts
$35K – – –
BWM
313
BNC Wealth Management
Oregon
$33K +$26.8K +85 New
GAM
314
Gemmer Asset Management
California
$31K – – –
EP
315
Eudaimonia Partners
Tennessee
$29K -$7.88K -25 -25%
QCG
316
Quadrant Capital Group
Ohio
$22K -$946 -3 -5%
AIC
317
Archer Investment Corporation
Indiana
$19.1K – – –
JIR
318
James Investment Research
Ohio
$18K -$74.8K -237 -83%
BCA
319
Berman Capital Advisors
Georgia
$18K – – –
GRP
320
Global Retirement Partners
California
$17K – – –
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
RIA
323
RPG Investment Advisory
California
$11K – – –
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$11K +$9.46K +30 New
TWA
325
TCI Wealth Advisors
Arizona
$10K -$4.1K -13 -33%