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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
651
JNBA Financial Advisors
Minnesota
$14K
DAM
652
Delta Asset Management
Tennessee
$13K
CFO
653
CVA Family Office
Colorado
$13K +$12.1K +55 New
HWA
654
HHM Wealth Advisors
Tennessee
$12K
PCFFS
655
Pacific Center for Financial Services
California
$12K
JMF
656
Johnson Midwest Financial
Iowa
$12K +$220 +1 +2%
FAG
657
Fortitude Advisory Group
Washington
$12K +$11K +50 New
ZIG
658
Zullo Investment Group
Pennsylvania
$12K +$11.4K +52 New
CAL
659
Capital Advisors Ltd
Ohio
$11K -$76.6K -349 -88%
ADL
660
Asset Dedication LLC
California
$11K
AP
661
Arlington Partners
Alabama
$11K +$9.88K +45 New
IAG
662
Investmark Advisory Group
Connecticut
$11K +$11K +50 New
BBHC
663
Brown Brothers Harriman & Co
New York
$9K
EARNEST Partners
664
EARNEST Partners
Georgia
$9K
NFSG
665
Newbridge Financial Services Group
Florida
$9K +$8.79K +40 New
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$8K
GWS
667
Glassman Wealth Services
Virginia
$8K +$878 +4 +14%
EWA
668
EverSource Wealth Advisors
Alabama
$8K +$7.47K +34 New
RFA
669
Reilly Financial Advisors
California
$7K
SSB
670
Sandy Spring Bank
Maryland
$7K
FPWM
671
FSB Premier Wealth Management
Iowa
$7K +$7.47K +34 New
AIA
672
Arcadia Investment Advisors
Idaho
$6.34K
GWSG
673
GPS Wealth Strategies Group
Colorado
$6K
TFO
674
Tarbox Family Office
California
$6K
SWM
675
Selective Wealth Management
Virginia
$5K