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Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
Addison Advisors
Vermont
$143K – – –
GWM
802
Geneos Wealth Management
Colorado
$141K – – –
WPA
803
West Paces Advisors
Georgia
$137K – – –
CCM
804
Covington Capital Management
California
$137K -$96.4K -359 -43%
FHA
805
First Horizon Advisors
Tennessee
$130K +$36.8K +137 +43%
ZB
806
Zions Bancorporation
Utah
$128K +$98.6K +367 +459%
SWA
807
SOA Wealth Advisors
New York
$120K -$806 -3 -0.7%
BFC
808
Bedel Financial Consulting
Indiana
$119K – – –
HR
809
Howe & Rusling
New York
$117K – – –
AssetMark Inc
810
AssetMark Inc
California
$115K +$18.5K +69 +21%
PCG
811
Private Capital Group
Connecticut
$114K +$12.9K +48 +14%
CTC
812
Central Trust Company
Missouri
$112K – – –
SOW
813
State of Wyoming
Wyoming
$109K -$42.7K -159 -29%
WLPWM
814
Walled Lake Planning & Wealth Management
Illinois
$107K +$101K +375 New
WT
815
Washington Trust
Rhode Island
$101K – – –
HWA
816
Heritage Wealth Advisors
Virginia
$98.6K +$67.2K +250 +263%
TFS
817
TrustCore Financial Services
Tennessee
$95K – – –
HCP
818
Hexagon Capital Partners
Arkansas
$94K – – –
PPWM
819
PFG Private Wealth Management
Florida
$94K +$88.4K +329 New
HI
820
Harbour Investments
Wisconsin
$90K -$4.57K -17 -5%
WAM
821
Wolverine Asset Management
Illinois
$90K +$19.9K +74 +31%
VCM
822
Versant Capital Management
Arizona
$84K -$806 -3 -1%
LC
823
Lindbrook Capital
California
$84K +$4.83K +18 +7%
BG
824
Bollard Group
Massachusetts
$83K – – –
AAP
825
Arax Advisory Partners
Colorado
$82K +$1.07K +4 +1%