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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$9K
GI
302
GS Investments
Minnesota
$9K +$1.33K +50 +16%
AIM
303
Anchor Investment Management
South Carolina
$8.75K
LTI
304
Laffer Tengler Investments
Tennessee
$8.47K
IA
305
IFP Advisors
Florida
$8K -$9.93K -374 -50%
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$7K
CWC
307
Carolinas Wealth Consulting
North Carolina
$7K
Lazard Asset Management
308
Lazard Asset Management
New York
$7K
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$7K
PA
310
PSI Advisors
Florida
$7K
KFP
311
KB Financial Partners
New Jersey
$7K +$6.4K +241 New
GRP
312
Global Retirement Partners
California
$7K +$8.93K +336 New
CFB
313
Cullen/Frost Bankers
Texas
$6K
HFA
314
HC Financial Advisors
California
$6K
BAM
315
Bellevue Asset Management
Washington
$6K +$1.2K +45 +27%
TFS
316
TrustCore Financial Services
Tennessee
$6K +$3.32K +125 +179%
JPLA
317
Joseph P. Lucia & Associates
New York
$6K +$5.31K +200 New
HA
318
Herold Advisors
New York
$5.64K +$5.31K +200 New
MCM
319
Manchester Capital Management
Vermont
$5K -$1.33K -50 -24%
FCA
320
FinTrust Capital Advisors
South Carolina
$5K
PMFA
321
Plante Moran Financial Advisors
Michigan
$5K
TFP
322
Tilia Fiduciary Partners
North Carolina
$5K
PA
323
Parallel Advisors
California
$5K +$983 +37 +27%
SIC
324
SJS Investment Consulting
Ohio
$5K +$4.81K +181 New
LFG
325
Larson Financial Group
Missouri
$4K