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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
476
Pinnacle Family Advisors
Missouri
$207K +$203K +768 New
TNB
477
TCF National Bank
South Dakota
$202K +$198K +750 New
FHA
478
Flagship Harbor Advisors
Massachusetts
$171K -$20.3K -77 -11%
FA
479
Fortis Advisors
Pennsylvania
$162K +$26.4K +100 +20%
SFS
480
Sowell Financial Services
Arkansas
$159K +$53.6K +203 +53%
O
481
Ossiam
France
$159K +$156K +590 New
KPCM
482
Kings Point Capital Management
New York
$151K
TWA
483
TCI Wealth Advisors
Arizona
$150K -$78.6K -298 -35%
HNB
484
Huntington National Bank
Ohio
$148K +$29.8K +113 +26%
CA
485
Clearstead Advisors
Ohio
$143K +$140K +530 New
PA
486
Parallel Advisors
California
$141K +$33.8K +128 +32%
BBHC
487
Brown Brothers Harriman & Co
New York
$138K +$7.39K +28 +6%
IUHSA
488
Itau Unibanco Holding S.A.
Brazil
$138K +$84.4K +320 +167%
SWM
489
Sugarloaf Wealth Management
Georgia
$135K
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$132K +$23.2K +88 +22%
CG
491
Cutler Group
California
$123K +$121K +457 New
NFG
492
Next Financial Group
Texas
$120K -$7.65K -29 -6%
WEC
493
Winslow Evans & Crocker
Massachusetts
$116K -$43.3K -164 -28%
SBSB
494
Sullivan, Bruyette, Speros & Blaney
Virginia
$114K
DWA
495
Dougherty Wealth Advisers
Minnesota
$112K
S
496
SignatureFD
Georgia
$108K +$38K +144 +56%
SPIA
497
Steward Partners Investment Advisory
New York
$106K -$29.3K -111 -22%
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$104K -$11.6K -44 -10%
TL
499
TrueWealth LLC
Georgia
$96K
S
500
Seeyond
France
$95K -$818K -3,100 -28%