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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
326
Chicago Partners Investment Group
Illinois
$30K +$40.2K +219 New
VFA
327
Valeo Financial Advisors
Indiana
$29K +$2.75K +15 +8%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$25K +$25.5K +139 New
SSB
329
Sandy Spring Bank
Maryland
$24K +$9.17K +50 +59%
BDWM
330
Brewin Dolphin Wealth Management
Ireland
$22.6K
ARMC
331
American Research & Management Company
Massachusetts
$18K
AF
332
Arrow Financial
New York
$18K
DSC
333
Duncker Streett & Co
Missouri
$18K
HNB
334
Huntington National Bank
Ohio
$18K +$18.3K +100 New
APA
335
American Portfolios Advisors
New York
$16.8K
AssetMark Inc
336
AssetMark Inc
California
$16K +$16.5K +90 New
ASN
337
Advisory Services Network
Georgia
$15K
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
CAL
339
Capital Analysts LLC
Pennsylvania
$12K
CAPTRUST Financial Advisors
340
CAPTRUST Financial Advisors
North Carolina
$12K
TCM
341
Tradewinds Capital Management
Washington
$12K
AF
342
Advisornet Financial
Minnesota
$12K +$12.1K +66 New
AWM
343
Avior Wealth Management
Nebraska
$11K
SCM
344
Southport Capital Management
Tennessee
$11K +$11.4K +62 New
SPIA
345
Steward Partners Investment Advisory
New York
$10K +$5.5K +30 +120%
WIM
346
Westside Investment Management
California
$9.02K
KIG
347
Kessler Investment Group
Indiana
$9K
MSFP
348
Mark Sheptoff Financial Planning
Connecticut
$9K
ML
349
McAdam LLC
Pennsylvania
$9K
SIS
350
Sound Income Strategies
Florida
$9K