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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
476
Stephens Consulting
Michigan
$41.1K +$42.5K +125 New
SWM
477
Spire Wealth Management
Virginia
$40K +$39.8K +117 +3,900%
HIIFS
478
Harel Insurance Investments & Financial Services
Israel
$38K +$15K +44 +63%
AWA
479
Aquire Wealth Advisors
Utah
$38K +$39.8K +117 New
AF
480
Allworth Financial
California
$36K +$22.1K +65 +144%
CWC
481
Carolinas Wealth Consulting
North Carolina
$32K -$340 -1 -1%
GAM
482
Gemmer Asset Management
California
$25K – – –
LCM
483
Logan Capital Management
Pennsylvania
$25K – – –
AF
484
Advisornet Financial
Minnesota
$24K -$2.38K -7 -9%
GWM
485
Geneos Wealth Management
Colorado
$24K – – –
UB
486
UMB Bank
Missouri
$23K +$23.8K +70 New
NFG
487
Next Financial Group
Texas
$21K -$65.7K -193 -75%
KA
488
Kozak & Associates
Colorado
$20K – – –
TFS
489
TrustCore Financial Services
Tennessee
$20K – – –
SCA
490
Snowden Capital Advisors
New York
$19K -$215K -632 -91%
DFCM
491
Dark Forest Capital Management
Puerto Rico
$19K +$19.7K +58 New
APP
492
Alpha Paradigm Partners
Illinois
$18K – – –
BWL
493
Bogart Wealth LLC
Virginia
$17K – – –
CT
494
Cambridge Trust
Massachusetts
$17K +$17.4K +51 New
HNWAG
495
High Net Worth Advisory Group
Florida
$16K +$17K +50 New
LC
496
Lindbrook Capital
California
$15K +$3.06K +9 +24%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$15K +$9.53K +28 +156%
CHC
498
City Holding Co
West Virginia
$14K – – –
CFCI
499
Comprehensive Financial Consultants Institutional
Indiana
$14K +$14.3K +42 New
NIC
500
Northwest Investment Counselors
Oregon
$14K +$15K +44 New
18 19
20
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