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Name Holding Trade Value Shares
Change
Change in
Stake
BC
551
Bartlett & Co
Ohio
$22K -$2.47K -71 -11%
GCM
552
Gables Capital Management
Florida
$22K
SFG
553
Sowa Financial Group
Rhode Island
$22K
BCWM
554
Bartlett & Co Wealth Management
Ohio
$21.8K -$2.47K -71 -11%
HWA
555
Heritage Wealth Advisors
Virginia
$21K
TFS
556
TrustCore Financial Services
Tennessee
$21K
CFFP
557
Center for Financial Planning
Michigan
$21K +$17.2K +493 +640%
CA
558
Centerpoint Advisors
Massachusetts
$20K -$4.04K -116 -17%
BCA
559
Berman Capital Advisors
Georgia
$20K +$731 +21 +4%
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$2.82K +81 +19%
CBT
561
CoreFirst Bank & Trust
Kansas
$18K +$17.2K +495 New
PMFA
562
Plante Moran Financial Advisors
Michigan
$17K
Bessemer Group
563
Bessemer Group
New Jersey
$16K -$66.4K -1,906 -82%
FCA
564
FinTrust Capital Advisors
South Carolina
$15K
OC
565
Oakworth Capital
Alabama
$15K
WT
566
Washington Trust
Rhode Island
$15K
LC
567
Lindbrook Capital
California
$15K +$522 +15 +4%
KFS
568
Kelly Financial Services
Massachusetts
$14.4K
LWA
569
Lowe Wealth Advisors
Maryland
$14K
TF
570
Tompkins Financial
New York
$14K
BWM
571
Baystate Wealth Management
Massachusetts
$13K
PVH
572
Psagot Value Holdings
Israel
$13K
CB
573
CNB Bank
Pennsylvania
$12K
SIAG
574
Safeguard Investment Advisory Group
California
$12K +$11.6K +333 New
CB
575
Community Bank
New York
$11K