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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$23K +$20.7K +300 New
CIA
502
CSat Investment Advisory
Michigan
$22K -$22.2K -323 -54%
ANBT
503
American National Bank & Trust
Texas
$22K – – –
CFA
504
Carroll Financial Associates
North Carolina
$20K +$18.2K +264 New
BCA
505
Berman Capital Advisors
Georgia
$17K -$14.7K -213 -48%
RG
506
Retirement Group
California
$17K +$14.7K +213 New
CB
507
CNB Bank
Pennsylvania
$16K – – –
IFAM
508
Institutional & Family Asset Management
Colorado
$16K +$9.78K +142 +215%
TCOV
509
Trust Company of Vermont
Vermont
$16K +$12.7K +185 +740%
FIA
510
FNY Investment Advisers
New York
$15K +$23.1K +336 +170%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$13K -$10.8K -157 -49%
FWM
512
FSA Wealth Management
Massachusetts
$13K +$6.88K +100 +143%
SSB
513
Sandy Spring Bank
Maryland
$12K -$30.7K -446 -75%
BL
514
Balentine LLC
Georgia
$12K -$964 -14 -8%
PA
515
Procyon Advisors
Connecticut
$12K – – –
SWM
516
Sugarloaf Wealth Management
Georgia
$12K – – –
AssetMark Inc
517
AssetMark Inc
California
$12K +$6.2K +90 +145%
CI
518
CX Institutional
Indiana
$12K +$7.23K +105 +191%
HFA
519
Hoover Financial Advisors
Pennsylvania
$12K +$10.3K +150 New
EARNEST Partners
520
EARNEST Partners
Georgia
$11K – – –
KWM
521
Keebeck Wealth Management
Illinois
$11K +$10.3K +150 New
ACA
522
Atlas Capital Advisors
Wyoming
$10.5K -$7.85K -114 -46%
CWP
523
CFM Wealth Partners
Texas
$10K -$207 -3 -2%
NC
524
NewSquare Capital
Pennsylvania
$10K – – –
TFO
525
Tarbox Family Office
California
$10K +$2.41K +35 +35%