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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
926
Legacy Financial Advisors
Kentucky
$103K -$6.93K -22 -5%
AOWM
927
Alpha Omega Wealth Management
Virginia
$102K +$6.3K +20 +5%
DWA
928
Dougherty Wealth Advisers
Minnesota
$101K – – –
PWM
929
PRW Wealth Management
Massachusetts
$100K -$25.5K -81 -16%
ADL
930
Asset Dedication LLC
California
$100K – – –
BWP
931
Baldwin Wealth Partners
Massachusetts
$95K – – –
CAC
932
Certified Advisory Corp
Florida
$94K – – –
TSW
933
Thompson Siegel & Walmsley
Virginia
$94K – – –
SFSIG
934
San Francisco Sentry Investment Group
California
$94K +$3.46K +11 +3%
PFGIA
935
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$62.3K +198 +99%
FBT
936
First Bank & Trust
South Dakota
$94K +$126K +399 New
AssetMark Inc
937
AssetMark Inc
California
$92K -$17.9K -57 -13%
SWM
938
SeaCrest Wealth Management
New York
$92K +$52.3K +166 +74%
OSNBOA
939
Old Second National Bank of Aurora
Illinois
$91K -$2.32M -7,370 -95%
SQA
940
Simon Quick Advisors
New Jersey
$91K -$21.7K -69 -15%
CHP
941
Cable Hill Partners
Oregon
$91K +$73.1K +232 +154%
AIC
942
Archer Investment Corporation
Indiana
$90K – – –
PCTC
943
Perkins Coie Trust Company
Washington
$83K – – –
HI
944
Human Investing
Oregon
$82K +$3.46K +11 +3%
HCA
945
Horan Capital Advisors
Ohio
$81K +$108K +342 New
SFG
946
SevenBridge Financial Group
Pennsylvania
$80K -$5.35K -17 -5%
SLF
947
Sun Life Financial
Ontario, Canada
$79K -$70.5K -224 -40%
ESB
948
Essex Savings Bank
Connecticut
$77K – – –
ST
949
Smithfield Trust
Pennsylvania
$70K +$93.2K +296 New
DWM
950
Destination Wealth Management
California
$69K +$945 +3 +1%