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Name Holding Trade Value Shares
Change
Change in
Stake
NFH
226
NEXT Financial Holdings
Texas
$28K +$21.7K +2,550 New
PMFA
227
Plante Moran Financial Advisors
Michigan
$27K
IWA
228
Intercontinental Wealth Advisors
Texas
$26K +$3.4K +400 +20%
TFS
229
TrustCore Financial Services
Tennessee
$25K
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$24K -$2.13K -250 -10%
CA
231
Crewe Advisors
Utah
$22K
LC
232
Lindbrook Capital
California
$22K
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$21K +$8.26K +971 +105%
IP
234
Intellectus Partners
California
$20K
CCA
235
Catalyst Capital Advisors
New York
$19K -$978 -115 -6%
GWMIA
236
Global Wealth Management Investment Advisory
Florida
$19K +$4.25K +500 +42%
CWA
237
Clarus Wealth Advisors
Arizona
$18K
ARMC
238
American Research & Management Company
Massachusetts
$17K
EDRH
239
Edmond de Rothschild Holding
Switzerland
$17K
AF
240
Allworth Financial
California
$17K +$1.61K +190 +15%
PGWM
241
Parisi Gray Wealth Management
New Jersey
$17K +$13.3K +1,560 New
CIA
242
Cascade Investment Advisors
Oregon
$16K -$850 -100 -6%
WEC
243
Winslow Evans & Crocker
Massachusetts
$14K -$20.8K -2,450 -68%
OFW
244
Omnia Family Wealth
Florida
$13K
TL
245
TrueWealth LLC
Georgia
$13K
BWM
246
BerganKDV Wealth Management
Minnesota
$11K
JCM
247
Jacobi Capital Management
Pennsylvania
$11K
SCA
248
Stuart Chaussee & Associates
California
$11K
WAS
249
Winch Advisory Services
Wisconsin
$11K +$128 +15 +1%
HGWM
250
Harvest Group Wealth Management
Massachusetts
$11K +$8.5K +1,000 New