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Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Advisory Alpha
Michigan
$20.3K +$21.3K +476 New
HWM
602
Holloway Wealth Management
Florida
$20K
BDWM
603
Brewin Dolphin Wealth Management
Ireland
$19.1K
BWP
604
Baldwin Wealth Partners
Massachusetts
$18K
BWA
605
Burt Wealth Advisors
Maryland
$18K
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
$18K
CAC
607
Certified Advisory Corp
Florida
$18K
MCM
608
MV Capital Management
Maryland
$18K
OC
609
Oakworth Capital
Alabama
$18K
GWS
610
Glassman Wealth Services
Virginia
$18K +$223 +5 +1%
HRC
611
Hoertkorn Richard Charles
$17K
JFA
612
JNBA Financial Advisors
Minnesota
$16K -$4.47K -100 -22%
NFG
613
Next Financial Group
Texas
$16K
CFG
614
Citizens Financial Group
Rhode Island
$15K -$313 -7 -2%
AWM
615
Avondale Wealth Management
Texas
$15K
FHA
616
Flagship Harbor Advisors
Massachusetts
$15K
FAM
617
Fred Alger Management
New York
$15K
CCA
618
Catalyst Capital Advisors
New York
$15K +$14.5K +325 New
GI
619
Gradient Investments
Minnesota
$14K
QAM
620
QCI Asset Management
New York
$14K
RIA
621
Realta Investment Advisors
Delaware
$14K
AssetMark Inc
622
AssetMark Inc
California
$13K +$6.7K +150 +112%
JCM
623
Jacobi Capital Management
Pennsylvania
$12K
TCM
624
Tradewinds Capital Management
Washington
$12K +$10.1K +227 +582%
BL
625
Balentine LLC
Georgia
$11K