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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
526
Global Wealth Management Investment Advisory
Florida
$11K – – –
KPCM
527
Kings Point Capital Management
New York
$11K – – –
FHA
528
Flagship Harbor Advisors
Massachusetts
$11K +$62 +1 +0.6%
SLF
529
Sun Life Financial
Ontario, Canada
$10K -$3.99K -64 -28%
BCI
530
Brinker Capital Investments
Pennsylvania
$10K – – –
IRC
531
Investors Research Corp
Georgia
$9K – – –
TFA
532
Toth Financial Advisory
Virginia
$9K +$62 +1 +0.7%
HIA
533
Harbor Investment Advisory
Maryland
$9K +$9.16K +147 New
HWM
534
HighMark Wealth Management
Minnesota
$9K +$9.79K +157 New
AF
535
Arrow Financial
New York
$8K – – –
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
BL
537
Balentine LLC
Georgia
$8K +$1.43K +23 +21%
TFO
538
Tarbox Family Office
California
$8K +$2K +32 +34%
LWM
539
Liberty Wealth Management
California
$8K +$7.98K +128 New
BWM
540
BerganKDV Wealth Management
Minnesota
$7K +$5.05K +81 +352%
GWM
541
Geneos Wealth Management
Colorado
$6K -$8.66K -139 -58%
AF
542
Allworth Financial
California
$6K – – –
BWL
543
Bogart Wealth LLC
Virginia
$6K – – –
FHA
544
First Horizon Advisors
Tennessee
$6K – – –
HGWM
545
Harvest Group Wealth Management
Massachusetts
$6K – – –
TWA
546
TCI Wealth Advisors
Arizona
$6K +$499 +8 +10%
SSB
547
Sandy Spring Bank
Maryland
$6K +$5.67K +91 New
GDP
548
Great Diamond Partners
Maine
$6K +$6.05K +97 New
FWM
549
FSA Wealth Management
Massachusetts
$6K +$6.23K +100 New
VCP
550
Verus Capital Partners
Arizona
$6K +$6.23K +100 New
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