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Name Holding Trade Value Shares
Change
Change in
Stake
KTC
701
Kistler-Tiffany Companies
Pennsylvania
$28K +$28.6K +440 New
SFS
702
Sowell Financial Services
Arkansas
$27K -$1.89K -29 -6%
TFO
703
Tarbox Family Office
California
$27K +$9.44K +145 +51%
BC
704
Bartlett & Co
Ohio
$26K
WTC
705
WhitTier Trust Company
Nevada
$26K
BCWM
706
Bartlett & Co Wealth Management
Ohio
$25.5K
LWM
707
Lenox Wealth Management
Ohio
$25K
HNB
708
Huntington National Bank
Ohio
$23K -$64.2K -986 -73%
ZB
709
Zions Bancorporation
Utah
$23K +$4.3K +66 +22%
1W
710
1776 Wealth
Georgia
$22K
AF
711
Advisornet Financial
Minnesota
$22K
SIM
712
Sonora Investment Management
Arizona
$22K
SLF
713
Sun Life Financial
Ontario, Canada
$22K +$260 +4 +1%
BDWM
714
Brewin Dolphin Wealth Management
Ireland
$21.9K +$22.4K +344 New
BL
715
Balentine LLC
Georgia
$21K +$2.8K +43 +15%
PFO
716
Pathstone Family Office
New Jersey
$20K
FWM
717
Focused Wealth Management
New York
$19K
AssetMark Inc
718
AssetMark Inc
California
$17K -$383K -5,875 -96%
IF
719
Ironwood Financial
Arizona
$16K
WCG
720
Weaver Consulting Group
California
$15K
TWA
721
TCI Wealth Advisors
Arizona
$13K -$4.49K -69 -25%
APW
722
Acima Private Wealth
Virginia
$13K
LF
723
Lee Financial
Texas
$13K
SIS
724
Sound Income Strategies
Florida
$13K
SIAS
725
Shine Investment Advisory Services
Colorado
$12K -$29.3K -450 -70%