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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Arkadios Wealth Advisors
Georgia
$38K – – –
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$37K +$11.5K +181 +45%
QCG
303
Quadrant Capital Group
Ohio
$37K +$13.4K +210 +55%
IA
304
IFP Advisors
Florida
$35K +$28K +440 +473%
CFFP
305
Center for Financial Planning
Michigan
$32K – – –
DAM
306
Delta Asset Management
Tennessee
$32K – – –
PA
307
Parallel Advisors
California
$32K +$7.89K +124 +32%
JGIA
308
Jackson Grant Investment Advisers
Connecticut
$31K – – –
FPS
309
Fieldpoint Private Securities
Connecticut
$29K – – –
SFPG
310
Stonebridge Financial Planning Group
Florida
$27K – – –
BBHC
311
Brown Brothers Harriman & Co
New York
$25K -$12.4K -195 -33%
BWM
312
Baystate Wealth Management
Massachusetts
$25K – – –
MAM
313
Meeder Asset Management
Ohio
$22K +$8.53K +134 +64%
PCM
314
Peregrine Capital Management
Minnesota
$21K – – –
HWA
315
Heritage Wealth Advisors
Virginia
$20.5K – – –
CPWM
316
Cypress Point Wealth Management
Texas
$19K – – –
MSFP
317
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
COCM
318
Charter Oak Capital Management
New Hampshire
$18K -$17.2K -270 -49%
BCA
319
Berman Capital Advisors
Georgia
$18K – – –
AFS
320
Annapolis Financial Services
Maryland
$17K – – –
GRP
321
Global Retirement Partners
California
$17K +$3.44K +54 +25%
ST
322
Smithfield Trust
Pennsylvania
$16K – – –
GAM
323
Gemmer Asset Management
California
$15K – – –
S
324
SignatureFD
Georgia
$11K +$6.18K +97 +131%
RE
325
RBC Europe
United Kingdom
$9.98K +$10.1K +158 New