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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
626
Sonora Investment Management
Arizona
$22K
IBOK
627
Independence Bank of Kentucky
Kentucky
$21K
JA
628
JOYN Advisors
Georgia
$21K +$4.15K +72 +27%
Bessemer Group
629
Bessemer Group
New Jersey
$18K -$69.8K -1,210 -81%
ACS
630
Archford Capital Strategies
Illinois
$18K
MBT
631
Monroe Bank & Trust
Michigan
$18K
LWM
632
Lenox Wealth Management
Ohio
$18K +$692 +12 +4%
CCMW
633
Cypress Capital Management (Wyoming)
Wyoming
$18K +$5.19K +90 +45%
IP
634
Intellectus Partners
California
$17K
ST
635
Smithfield Trust
Pennsylvania
$17K +$3K +52 +24%
TCOV
636
Trust Company of Vermont
Vermont
$17K +$16.4K +284 New
DWM
637
Destination Wealth Management
California
$16K -$15.3K -266 -51%
TFO
638
Tarbox Family Office
California
$15K -$2.19K -38 -14%
GI
639
Gradient Investments
Minnesota
$15K
LFA
640
Legacy Financial Advisors
Kentucky
$15K
FHA
641
First Horizon Advisors
Tennessee
$14K -$1.96K -34 -13%
FC
642
Ferris Capital
Massachusetts
$14K
SFG
643
SevenBridge Financial Group
Pennsylvania
$13K
FWM
644
Focused Wealth Management
New York
$12K
GRP
645
Global Retirement Partners
California
$12K
MCA
646
Mercer Capital Advisers
New Jersey
$12K
RFA
647
Reilly Financial Advisors
California
$12K
VCM
648
Vigilant Capital Management
Maine
$12K +$11.2K +194 New
BWA
649
BDO Wealth Advisors
Florida
$12K +$11.5K +200 New
DBT
650
Dubuque Bank & Trust
Iowa
$11K