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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
951
Baldwin Wealth Partners
Massachusetts
$47K – – –
SLF
952
Sun Life Financial
Ontario, Canada
$47K +$163 +1 +0.3%
KPCM
953
Kings Point Capital Management
New York
$47K +$9.6K +59 +24%
SIAS
954
Shine Investment Advisory Services
Colorado
$46K – – –
RIA
955
Realta Investment Advisors
Delaware
$45K -$71.3K -438 -59%
NCM
956
Nelson Capital Management
California
$45K +$15K +92 +46%
CCM
957
Cribstone Capital Management
Maine
$44K -$4.23K -26 -8%
SIC
958
Salem Investment Counselors
North Carolina
$44K – – –
CAC
959
Certified Advisory Corp
Florida
$43K +$16.8K +103 +58%
SQA
960
Simon Quick Advisors
New Jersey
$43K +$45.6K +280 New
VRM
961
Vectors Research Management
New York
$42K – – –
DOA
962
D'Orazio & Associates
Virginia
$40K – – –
AAM
963
Advisors Asset Management
Colorado
$38.4K +$16.8K +103 +69%
BHWM
964
Bay Harbor Wealth Management
Maryland
$37K -$40.4K -248 -50%
EWM
965
Edge Wealth Management
New York
$36K – – –
RFA
966
Reilly Financial Advisors
California
$34K – – –
PCIA
967
Prime Capital Investment Advisors
Kansas
$33K -$6.35K -39 -15%
OIA
968
Optimum Investment Advisors
Illinois
$32K +$24.4K +150 +259%
ARMC
969
American Research & Management Company
Massachusetts
$31K -$814 -5 -2%
PO
970
Private Ocean
California
$31K – – –
CCM
971
Covington Capital Management
California
$31K +$4.07K +25 +14%
GWAG
972
Garrett Wealth Advisory Group
Texas
$30.1K +$32.2K +198 New
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$30K – – –
KC
974
Knuff & Co
California
$30K +$32.5K +200 New
RA
975
Rational Advisors
New York
$29K -$19.5K -120 -38%