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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
501
Reilly Financial Advisors
California
$22K
KFI
502
Key Financial Inc
Pennsylvania
$22K +$20.5K +100 New
TCM
503
Tradewinds Capital Management
Washington
$20K
CCA
504
Childress Capital Advisors
Texas
$19K +$17.6K +86 New
DOA
505
D'Orazio & Associates
Virginia
$18K
FMP
506
Financial Management Professionals
Texas
$18K
CCA
507
Catalyst Capital Advisors
New York
$17K +$16.4K +80 New
PWMG
508
Prestige Wealth Management Group
New Jersey
$16K -$4.5K -22 -23%
GWS
509
Glassman Wealth Services
Virginia
$16K
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$15K
MA
511
MUFG Americas
New York
$14K
SLF
512
Sun Life Financial
Ontario, Canada
$13K -$205 -1 -2%
CAGAS
513
Capital Advisory Group Advisory Services
Minnesota
$13K +$12.3K +60 New
AWA
514
Arkadios Wealth Advisors
Georgia
$12K -$5.32K -26 -31%
FHC
515
First Horizon Corporation
Tennessee
$12K -$1.02K -5 -8%
EARNEST Partners
516
EARNEST Partners
Georgia
$12K
TFS
517
TrustCore Financial Services
Tennessee
$12K
SIAG
518
Safeguard Investment Advisory Group
California
$12K +$11.9K +58 New
Credit Agricole
519
Credit Agricole
France
$11K
FWM
520
Filbrandt Wealth Management
Wisconsin
$11K
SWA
521
Sutton Wealth Advisors
Florida
$10.2K +$614 +3 +7%
AIG
522
American International Group
New York
$9.81K -$119K -581 -1%
H
523
Hexavest
Quebec, Canada
$9K
TFIPS
524
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.66K +$8.19K +40 New
OC
525
Oakworth Capital
Alabama
$8K