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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
226
Next Financial Group
Texas
$28K -$16.3K -1,923 -43%
SIM
227
Sonora Investment Management
Arizona
$28K -$4.25K -500 -16%
NFH
228
NEXT Financial Holdings
Texas
$28K +$21.7K +2,550 New
PMFA
229
Plante Moran Financial Advisors
Michigan
$27K – – –
IWA
230
Intercontinental Wealth Advisors
Texas
$26K +$3.4K +400 +20%
TFS
231
TrustCore Financial Services
Tennessee
$25K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$24K -$2.13K -250 -10%
CA
233
Crewe Advisors
Utah
$22K – – –
LC
234
Lindbrook Capital
California
$22K – – –
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$21K +$8.26K +971 +105%
IP
236
Intellectus Partners
California
$20K – – –
CCA
237
Catalyst Capital Advisors
New York
$19K -$978 -115 -6%
GWMIA
238
Global Wealth Management Investment Advisory
Florida
$19K +$4.25K +500 +42%
CWA
239
Clarus Wealth Advisors
Arizona
$18K – – –
ARMC
240
American Research & Management Company
Massachusetts
$17K – – –
EDRH
241
Edmond de Rothschild Holding
Switzerland
$17K – – –
AF
242
Allworth Financial
California
$17K +$1.61K +190 +15%
PGWM
243
Parisi Gray Wealth Management
New Jersey
$17K +$13.3K +1,560 New
CIA
244
Cascade Investment Advisors
Oregon
$16K -$850 -100 -6%
WEC
245
Winslow Evans & Crocker
Massachusetts
$14K -$20.8K -2,450 -68%
OFW
246
Omnia Family Wealth
Florida
$13K – – –
TL
247
TrueWealth LLC
Georgia
$13K – – –
BWM
248
BerganKDV Wealth Management
Minnesota
$11K – – –
JCM
249
Jacobi Capital Management
Pennsylvania
$11K – – –
SCA
250
Stuart Chaussee & Associates
California
$11K – – –