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Name Holding Trade Value Shares
Change
Change in
Stake
MA
826
Montag & Associates
Georgia
$60K – – –
WAM
827
Wolverine Asset Management
Illinois
$57K -$144K -590 -71%
OC
828
Oakworth Capital
Alabama
$54K – – –
GFPC
829
Global Financial Private Client
Florida
$53K – – –
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$13.4K +55 +35%
BC
831
Burleson & Co
California
$48K -$31.8K -130 -39%
CH
832
Canton Hathaway
Rhode Island
$48K – – –
GWSG
833
GPS Wealth Strategies Group
Colorado
$48K – – –
EBA
834
Eagle Bay Advisors
New York
$44K +$42.3K +173 New
AIC
835
Archer Investment Corporation
Indiana
$41.8K – – –
CWM
836
Cranbrook Wealth Management
Michigan
$41K – – –
GAM
837
Gemmer Asset Management
California
$39K – – –
PFPT
838
Pinnacle Financial Partners (Tennessee)
Tennessee
$35K -$207K -849 -85%
PWA
839
Pinnacle Wealth Advisors
Tennessee
$35K +$35.9K +147 New
LAS
840
Lloyd Advisory Services
Georgia
$33K – – –
EARNEST Partners
841
EARNEST Partners
Georgia
$32K – – –
SWM
842
Sugarloaf Wealth Management
Georgia
$32K – – –
WP
843
WealthShield Partners
North Carolina
$30K +$23.5K +96 +320%
Jones Financial Companies
844
Jones Financial Companies
Missouri
$28K +$21K +86 +287%
FHC
845
First Horizon Corporation
Tennessee
$27K – – –
CWP
846
Concord Wealth Partners
Virginia
$26K +$13.9K +57 +112%
BWM
847
Baystate Wealth Management
Massachusetts
$25K – – –
RA
848
Resolute Advisors
California
$25K – – –
TFM
849
TFC Financial Management
Massachusetts
$25K – – –
SWA
850
Sutton Wealth Advisors
Florida
$24.6K – – –