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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1026
Global Retirement Partners
California
$63K -$1.92K -6 -3%
SIAP
1027
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K
PFGIA
1028
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$46K +144 +257%
LWM
1029
Liberty Wealth Management
California
$59K +$63.5K +199 New
GAM
1030
Gemmer Asset Management
California
$57K
WANY
1031
Wealthspire Advisors (New York)
New York
$57K +$60.3K +189 New
MA
1032
MCF Advisors
Kentucky
$56K -$6.38K -20 -10%
RMC
1033
Resources Management Corp
Connecticut
$55K
CBT
1034
Capital Bank & Trust
California
$53K -$1.92K -6 -3%
SNT
1035
Security National Trust
West Virginia
$53K
AF
1036
Allworth Financial
California
$50K +$19.1K +60 +57%
BL
1037
Balentine LLC
Georgia
$48K
CHP
1038
Cable Hill Partners
Oregon
$46K
SAM
1039
Shamrock Asset Management
Texas
$45K
VCM
1040
Versant Capital Management
Arizona
$45K
CFGS
1041
Concourse Financial Group Securities
Alabama
$43K +$14.4K +45 +46%
CCM
1042
Covington Capital Management
California
$42K
SSB
1043
Sandy Spring Bank
Maryland
$42K
MNBTD
1044
Moody National Bank Trust Division
Texas
$41K +$43.4K +136 New
JGIA
1045
Jackson Grant Investment Advisers
Connecticut
$40K +$42.1K +132 New
WPA
1046
West Paces Advisors
Georgia
$39.1K
FPFS
1047
First Personal Financial Services
North Carolina
$39K -$3.83K -12 -9%
GWS
1048
Glassman Wealth Services
Virginia
$39K
IBOK
1049
Independence Bank of Kentucky
Kentucky
$39K
1IA
1050
1834 Investment Advisors
Wisconsin
$38K