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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
501
Sargent Bickham Lagudis
Colorado
$24K -$9.62K -47 -29%
PMFA
502
Plante Moran Financial Advisors
Michigan
$22K – – –
RFA
503
Reilly Financial Advisors
California
$22K – – –
KFI
504
Key Financial Inc
Pennsylvania
$22K +$20.5K +100 New
TCM
505
Tradewinds Capital Management
Washington
$20K – – –
CCA
506
Childress Capital Advisors
Texas
$19K +$17.6K +86 New
DOA
507
D'Orazio & Associates
Virginia
$18K – – –
FMP
508
Financial Management Professionals
Texas
$18K – – –
CCA
509
Catalyst Capital Advisors
New York
$17K +$16.4K +80 New
PWMG
510
Prestige Wealth Management Group
New Jersey
$16K -$4.5K -22 -23%
GWS
511
Glassman Wealth Services
Virginia
$16K – – –
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
MA
513
MUFG Americas
New York
$14K – – –
SLF
514
Sun Life Financial
Ontario, Canada
$13K -$205 -1 -2%
CAGAS
515
Capital Advisory Group Advisory Services
Minnesota
$13K +$12.3K +60 New
AWA
516
Arkadios Wealth Advisors
Georgia
$12K -$5.32K -26 -31%
FHC
517
First Horizon Corporation
Tennessee
$12K -$1.02K -5 -8%
EARNEST Partners
518
EARNEST Partners
Georgia
$12K – – –
TFS
519
TrustCore Financial Services
Tennessee
$12K – – –
SIAG
520
Safeguard Investment Advisory Group
California
$12K +$11.9K +58 New
Credit Agricole
521
Credit Agricole
France
$11K – – –
FWM
522
Filbrandt Wealth Management
Wisconsin
$11K – – –
SWA
523
Sutton Wealth Advisors
Florida
$10.2K +$614 +3 +7%
H
524
Hexavest
Quebec, Canada
$9K – – –
TFIPS
525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.66K +$8.19K +40 New