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Shinhan Financial Group
SHG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$9.14K – – –
CFM
252
Cornerstone Financial Management
Massachusetts
$9.14K +$1.35K +22 +17%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$8.71K +$2.82K +46 +48%
PG
254
Proffitt & Goodson
Tennessee
$7.91K – – –
NSIM
255
North Star Investment Management
Illinois
$7.85K +$2.21K +36 +39%
SWM
256
SHP Wealth Management
Massachusetts
$7.67K +$7.67K +125 New
IAAG
257
Innovative Asset Advisors Group
Connecticut
$7.3K +$7.3K +119 New
RWM
258
Raffa Wealth Management
District of Columbia
$7.11K – – –
MWA
259
Medallion Wealth Advisors
Connecticut
$7.05K – – –
PWA
260
Physician Wealth Advisors
Utah
$6.81K +$736 +12 +12%
TWD
261
True Wealth Design
Ohio
$6.68K +$2.15K +35 +47%
HI
262
Harbour Investments
Wisconsin
$4.78K +$430 +7 +10%
KA
263
Kozak & Associates
Colorado
$4.69K – – –
OA
264
Operose Advisors
Wisconsin
$4.17K +$4.17K +68 New
RF
265
Rossby Financial
Florida
$3.63K +$1.35K +22 +61%
VCM
266
Versant Capital Management
Arizona
$3.62K +$3.62K +59 New
MG
267
Mather Group
Illinois
$3.37K +$3.38K +55 New
WA
268
WPG Advisers
Maryland
$3.25K -$798 -13 -20%
IAS
269
IMA Advisory Services
Colorado
$3K +$614 +10 +26%
JWM
270
JPL Wealth Management
Colorado
$2.82K +$2.82K +46 New
IA
271
IFP Advisors
Florida
$2.21K +$1.41K +23 +177%
DWM
272
Dogwood Wealth Management
Kansas
$2.21K +$2.21K +36 New
AFC
273
Ares Financial Consulting
California
$2.19K – – –
RFP
274
Root Financial Partners
California
$1.59K +$982 +16 +160%
FMP
275
Financial Management Professionals
Texas
$1.36K – – –
9 10
11
12 13