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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$50K -$13.4K -120 -28%
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$49K -$11.2K -100 -25%
LJHT
253
Laurie J. Hall Trustee
$43K +$29.7K +265 New
OIM
254
Oder Investment Management
California
$42K +$28.6K +255 New
OCM
255
Orion Capital Management
California
$40K +$27.7K +247 New
RIM
256
Rockbridge Investment Management
New York
$38K -$4.93K -44 -16%
IA
257
IFP Advisors
Florida
$38K +$14.4K +129 +115%
CFGS
258
Concourse Financial Group Securities
Alabama
$35K +$896 +8 +4%
HNB
259
Huntington National Bank
Ohio
$34K
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$34K +$23.4K +209 New
SBL
261
Sargent Bickham Lagudis
Colorado
$32K +$22.4K +200 New
TWA
262
TCI Wealth Advisors
Arizona
$31K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$28K +$2.8K +25 +17%
BFC
264
Bedel Financial Consulting
Indiana
$26K
SA
265
SRH Advisors
Kansas
$26K
TC
266
Truvestments Capital
Florida
$26K +$18K +161 New
LFG
267
Larson Financial Group
Missouri
$23K -$20.4K -182 -56%
MF
268
Manchester Financial
California
$23K
BWM
269
BerganKDV Wealth Management
Minnesota
$23K +$14.6K +130 +1,300%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$19K -$3.25K -29 -20%
SSB
271
Sandy Spring Bank
Maryland
$18K +$12.5K +112 New
LC
272
Lindbrook Capital
California
$16K +$2.24K +20 +25%
SIS
273
Sound Income Strategies
Florida
$16K +$5.15K +46 +92%
PWPS
274
Pinnacle Wealth Planning Services
Ohio
$15K +$10.4K +93 New
GRP
275
Global Retirement Partners
California
$15K +$10.5K +94 New