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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Atlas Capital Advisors
Wyoming
$26.8K
BWM
227
Baystate Wealth Management
Massachusetts
$25K +$24.7K +1,659 New
HIA
228
Harbor Investment Advisory
Maryland
$24K
LS
229
Leelyn Smith
Illinois
$23K
MA
230
Montag & Associates
Georgia
$23K
GRP
231
Global Retirement Partners
California
$18K
HPC
232
HM Payson & Co
Maine
$18K
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$402 +27 +2%
OIA
234
Optimum Investment Advisors
Illinois
$16K
EBA
235
Eagle Bay Advisors
New York
$16K +$15K +1,010 New
JEST
236
JTC Employer Solutions Trustee
Jersey
$16K +$15.7K +1,058 New
FMB
237
Field & Main Bank
Kentucky
$15K
JWA
238
JFS Wealth Advisors
Pennsylvania
$15K
RE
239
RBC Europe
United Kingdom
$15K
TWM
240
Tradition Wealth Management
Minnesota
$15K
FGAM
241
Financial Gravity Asset Management
Texas
$15K +$1.32K +89 New
IA
242
IFP Advisors
Florida
$14K
CFA
243
Carroll Financial Associates
North Carolina
$13K
First Manhattan
244
First Manhattan
New York
$12K
HI
245
Hudock Inc
Pennsylvania
$11K
SWA
246
SOA Wealth Advisors
New York
$11K
VCM
247
Versant Capital Management
Arizona
$11K
CPWM
248
Cypress Point Wealth Management
Texas
$10K
PCFFS
249
Pacific Center for Financial Services
California
$6K
PCG
250
Private Capital Group
Connecticut
$6K +$2.4K +161 +74%