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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$23K +$173 +12 +1%
EPM
152
Equitec Proprietary Markets
Illinois
$22K -$2M -139,266 -99%
PAM
153
Panagora Asset Management
Massachusetts
$21K -$738K -51,296 -98%
SWA
154
Sutton Wealth Advisors
Florida
$19.8K
VCM
155
Versant Capital Management
Arizona
$18K +$791 +55 +6%
GWM
156
Geneos Wealth Management
Colorado
$17K +$58 +4 +0.6%
Osaic Holdings
157
Osaic Holdings
Arizona
$17K +$230 +16 +2%
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$16K -$382K -26,558 -97%
KFI
159
Key Financial Inc
Pennsylvania
$16K +$11.9K +826 New
ASN
160
Advisory Services Network
Georgia
$10K
FTDI
161
First Trust Direct Indexing
Massachusetts
$10K +$7.15K +497 New
CCA
162
Childress Capital Advisors
Texas
$8K +$5.51K +383 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$6K +$1.73K +120 +72%
NFSG
164
Newbridge Financial Services Group
Florida
$5K +$2.59K +180 +214%
RFA
165
Reilly Financial Advisors
California
$4K
GAM
166
Gemmer Asset Management
California
$4K +$187 +13 +7%
SIC
167
Salem Investment Counselors
North Carolina
$3K
IRC
168
Investors Research Corp
Georgia
$2K
MLFP
169
MPS Loria Financial Planners
Illinois
$2K
NG
170
NWK Group
California
$2K
TFO
171
Tarbox Family Office
California
$2K
PWPS
172
Pinnacle Wealth Planning Services
Ohio
$2K +$1.05K +73 New
S
173
SignatureFD
Georgia
$2K +$1.35K +94 New
FGAM
174
Financial Gravity Asset Management
Texas
$2K +$1.42K +99 New
Fidelity International
175
Fidelity International
Bermuda
$1K -$101 -7 -12%