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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
701
Beacon Capital Management LLC (Tennessee)
Tennessee
$87K – – –
AA
702
Alta Advisers
United Kingdom
$85K +$95.3K +3,200 New
NR
703
Newfound Research
Massachusetts
$82K -$11.6K -388 -11%
TWM
704
Tradition Wealth Management
Minnesota
$82K +$92.1K +3,092 New
CA
705
Centerpoint Advisors
Massachusetts
$81K – – –
DWA
706
Dougherty Wealth Advisers
Minnesota
$80K – – –
ZB
707
Zions Bancorporation
Utah
$78K -$1.43K -48 -2%
CDIA
708
Capital Directions Investment Advisors
Georgia
$77K -$86K -2,888 Closed
SWM
709
Spire Wealth Management
Virginia
$72K -$26.4K -888 -25%
BC
710
Barrett & Company
Rhode Island
$69.4K +$136K +4,560 New
SFO
711
Standard Family Office
South Dakota
$63K +$70.3K +2,360 New
KFS
712
Kelly Financial Services
Massachusetts
$58.5K – – –
WTA
713
Washington Trust Advisors
Massachusetts
$54K +$3.69K +124 +7%
BTI
714
Blue Trust Inc
Georgia
$54K +$21.4K +720 +56%
WPWM
715
Western Pacific Wealth Management
Illinois
$53K +$57.6K +1,936 +2,547%
1832 Asset Management
716
1832 Asset Management
Ontario, Canada
$52K +$1.43K +48 +3%
TWA
717
TCI Wealth Advisors
Arizona
$50K +$834 +28 +2%
JWA
718
JFS Wealth Advisors
Pennsylvania
$49K -$5.36K -180 -9%
TFS
719
TrustCore Financial Services
Tennessee
$48K +$7.5K +252 +16%
PTC
720
Private Trust Company
Ohio
$48K +$9.17K +308 +21%
CP
721
Castleview Partners
Texas
$48K +$29.9K +1,004 +126%
GWS
722
Glassman Wealth Services
Virginia
$47K +$12K +404 +30%
EBA
723
Eagle Bay Advisors
New York
$46K -$357 -12 -0.7%
CCM
724
Covington Capital Management
California
$46K +$2.02K +68 +4%
SC
725
Solstein Capital
California
$45K – – –