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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1476
WealthPLAN Partners
Nebraska
$163K +$331K +4,324 New
BIG
1477
Bellwether Investment Group
Tennessee
$160K +$156K +2,029 New
FI
1478
FCM Investments
Texas
$158K +$30.7K +400 +25%
SWA
1479
Sutton Wealth Advisors
Florida
$154K +$2.3K +30 +2%
IWC
1480
Integrated Wealth Counsel
California
$150K – – –
PMFA
1481
Plante Moran Financial Advisors
Michigan
$150K +$8.43K +110 +6%
FMP
1482
Financial Management Professionals
Texas
$147K +$4.6K +60 +3%
MFW
1483
Mosaic Family Wealth
Missouri
$147K +$6.67K +87 +5%
NSIM
1484
North Star Investment Management
Illinois
$145K +$26.8K +350 +24%
MFBTD
1485
MB Financial Bank - Trust Department
Illinois
$139K +$11.7K +153 +10%
PHK
1486
Point72 Hong Kong
Hong Kong
$136K +$131K +1,714 New
IA
1487
IndexIQ Advisors
New York
$130K -$477K -6,221 -79%
CIA
1488
Cascade Investment Advisors
Oregon
$123K +$120K +1,560 New
HR
1489
Howe & Rusling
New York
$123K +$11K +143 +10%
BWA
1490
Burt Wealth Advisors
Maryland
$122K -$767 -10 -0.6%
CFG
1491
CKW Financial Group
Hawaii
$119K -$23K -300 -17%
NHFG
1492
New Harbor Financial Group
Massachusetts
$118K +$7.67K +100 +7%
BCI
1493
Brinker Capital Investments
Pennsylvania
$117K – – –
BMM
1494
Buffington Mohr McNeal
Idaho
$117K – – –
JSAM
1495
J. Safra Asset Management
New York
$114K +$110K +1,438 New
PCP
1496
Proficio Capital Partners
Massachusetts
$113K +$48K +626 +78%
CYG
1497
Clean Yield Group
Vermont
$112K – – –
BAM
1498
Brave Asset Management
New Jersey
$111K -$2.07K -27 -2%
RBC
1499
Roble Belko & Company
Pennsylvania
$108K +$105K +1,370 New
EWM
1500
Edge Wealth Management
New York
$107K -$2.8M -36,532 -96%