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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
651
Princeton Global Asset Management
New Jersey
$20K
TFO
652
Tarbox Family Office
California
$20K
TA
653
Thor Advisors
New York
$20K +$25.2K +123 New
PA
654
Procyon Advisors
Connecticut
$17K -$34K -166 -61%
CT
655
Caldwell Trust
Florida
$16.5K
BC
656
Barnett & Company
Tennessee
$16K -$1.23K -6 -6%
PWMG
657
Prestige Wealth Management Group
New Jersey
$16K +$19.2K +94 New
SWA
658
Sutton Wealth Advisors
Florida
$15K +$614 +3 +3%
Loomis, Sayles & Company
659
Loomis, Sayles & Company
Massachusetts
$15K -$66.7K -326 -78%
CTC
660
Central Trust Company
Missouri
$14K -$13.3K -65 -44%
GSWM
661
Golden State Wealth Management
California
$14K +$17.2K +84 New
IA
662
IndexIQ Advisors
New York
$13K -$409 -2 -2%
AWA
663
Arkadios Wealth Advisors
Georgia
$13K +$614 +3 +4%
TJHA
664
Thomas J. Herzfeld Advisors
Florida
$12K
FCA
665
FinTrust Capital Advisors
South Carolina
$11K
RFA
666
Reilly Financial Advisors
California
$11K
BWA
667
Burt Wealth Advisors
Maryland
$11K +$13.1K +64 New
TCOV
668
Trust Company of Vermont
Vermont
$10K -$3.69K -18 -23%
EWM
669
EPG Wealth Management
Georgia
$10K
BFEC
670
Benjamin F. Edwards & Company
Missouri
$10K +$1.64K +8 +15%
SNT
671
Security National Trust
West Virginia
$9K
SIM
672
Sonora Investment Management
Arizona
$9K
TF
673
Tompkins Financial
New York
$9K
SSB
674
Sandy Spring Bank
Maryland
$9K +$2.25K +11 +26%
AF
675
Allworth Financial
California
$8K