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Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
551
Mine & Arao Wealth Creation & Management
California
$84K +$80.2K +5,000 New
WOC
552
West Oak Capital
California
$83K -$4.01K -250 -5%
BBHC
553
Brown Brothers Harriman & Co
New York
$80K – – –
AF
554
Advisornet Financial
Minnesota
$79K +$38.5K +2,400 +104%
PFBT
555
Parkside Financial Bank & Trust
Missouri
$78K -$3.21K -200 -4%
AAM
556
Advisors Asset Management
Colorado
$77K +$73.8K +4,600 New
Rockefeller Capital Management
557
Rockefeller Capital Management
New York
$77K -$27.3K -1,700 -27%
QCG
558
Quadrant Capital Group
Ohio
$72K +$5.62K +350 +9%
SPIA
559
Steward Partners Investment Advisory
New York
$70K -$12K -750 -15%
SF
560
Synovus Financial
Georgia
$66K +$22.5K +1,400 +55%
FFC
561
First Financial Corp
Indiana
$63K – – –
GLI
562
Guardian Life Insurance
New York
$62K – – –
EWM
563
EPG Wealth Management
Georgia
$60K +$57.8K +3,600 New
PA
564
Parallel Advisors
California
$59K +$32.1K +2,000 +129%
RG
565
Retirement Group
California
$59K +$56.2K +3,500 New
RE
566
RBC Europe
United Kingdom
$54.4K – – –
FNBOSM
567
First National Bank of South Miami
Florida
$54K – – –
LWM
568
Liberty Wealth Management
California
$45K -$21.7K -1,350 -33%
SFSIG
569
San Francisco Sentry Investment Group
California
$44K -$112K -6,950 -73%
HCA
570
Horan Capital Advisors
Ohio
$42K – – –
PCFFS
571
Pacific Center for Financial Services
California
$42K – – –
SWM
572
Sugarloaf Wealth Management
Georgia
$42K +$40.1K +2,500 New
AIM
573
AIA Investment Management
Singapore
$40K +$11.2K +700 +41%
BL
574
Balentine LLC
Georgia
$39K +$31.3K +1,950 +557%
FHA
575
Flagship Harbor Advisors
Massachusetts
$38K +$21.7K +1,350 +150%