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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1026
Gradient Investments
Minnesota
$69K -$1.28K -4 -2%
SWM
1027
SeaCrest Wealth Management
New York
$67K -$206K -644 -74%
AF
1028
Advisornet Financial
Minnesota
$67K +$23.3K +73 +49%
GRP
1029
Global Retirement Partners
California
$63K -$1.92K -6 -3%
SIAP
1030
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K – – –
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$46K +144 +257%
LWM
1032
Liberty Wealth Management
California
$59K +$63.5K +199 New
GAM
1033
Gemmer Asset Management
California
$57K – – –
WANY
1034
Wealthspire Advisors (New York)
New York
$57K +$60.3K +189 New
MA
1035
MCF Advisors
Kentucky
$56K -$6.38K -20 -10%
RMC
1036
Resources Management Corp
Connecticut
$55K – – –
CBT
1037
Capital Bank & Trust
California
$53K -$1.92K -6 -3%
SNT
1038
Security National Trust
West Virginia
$53K – – –
AF
1039
Allworth Financial
California
$50K +$19.1K +60 +57%
BL
1040
Balentine LLC
Georgia
$48K – – –
CHP
1041
Cable Hill Partners
Oregon
$46K – – –
SAM
1042
Shamrock Asset Management
Texas
$45K – – –
VCM
1043
Versant Capital Management
Arizona
$45K – – –
CFGS
1044
Concourse Financial Group Securities
Alabama
$43K +$14.4K +45 +46%
CCM
1045
Covington Capital Management
California
$42K – – –
SSB
1046
Sandy Spring Bank
Maryland
$42K – – –
MNBTD
1047
Moody National Bank Trust Division
Texas
$41K +$43.4K +136 New
JGIA
1048
Jackson Grant Investment Advisers
Connecticut
$40K +$42.1K +132 New
WPA
1049
West Paces Advisors
Georgia
$39.1K – – –
FPFS
1050
First Personal Financial Services
North Carolina
$39K -$3.83K -12 -9%