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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
Flagship Harbor Advisors
Massachusetts
$8K +$34 +3 +0.4%
Creative Planning
302
Creative Planning
Kansas
$8K +$7.86K +690 New
ASN
303
Advisory Services Network
Georgia
$8K +$8.13K +714 New
OPS
304
Orion Portfolio Solutions
Nebraska
$8K +$8.3K +729 New
WT
305
Whittier Trust
California
$7K -$1.01K -89 -13%
PO
306
Private Ocean
California
$7K
ZB
307
Zions Bancorporation
Utah
$6K -$751 -66 -11%
CFG
308
Citizens Financial Group
Rhode Island
$6K +$546 +48 +11%
PWMG
309
Prestige Wealth Management Group
New Jersey
$5K -$2.24K -197 -32%
Bessemer Group
310
Bessemer Group
New Jersey
$5K
CAM
311
Close Asset Management
United Kingdom
$5K
APWM
312
Atlas Private Wealth Management
New York
$5K +$5.04K +443 New
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$6.66K -585 -62%
BCA
314
Berman Capital Advisors
Georgia
$4K -$2K -176 -32%
WTC
315
WhitTier Trust Company
Nevada
$4K
CAC
316
Certified Advisory Corp
Florida
$4K +$2.28K +200 +139%
CHA
317
Carmichael Hill & Associates
Maryland
$4K +$4.45K +391 New
CHAM
318
Clear Harbor Asset Management
Connecticut
$3.38K +$3.42K +300 New
EW
319
Evoke Wealth
California
$3.13K +$285 +25 +10%
CI
320
CX Institutional
Indiana
$3K
EARNEST Partners
321
EARNEST Partners
Georgia
$3K
FPB
322
First PREMIER Bank
South Dakota
$3K
GWS
323
Glassman Wealth Services
Virginia
$3K
QCG
324
Quadrant Capital Group
Ohio
$3K
CAW
325
Cornerstone Advisors (Washington)
Washington
$3K +$1.16K +102 +60%