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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$51K +$56.8K +600 New
FRA
527
Front Row Advisors
California
$50K -$284 -3 -0.5%
OWA
528
One Wealth Advisors
California
$46K -$120K -1,265 -70%
RWA
529
Ropes Wealth Advisors
Massachusetts
$45K
TFA
530
Transamerica Financial Advisors
Florida
$44K -$571K -6,029 -92%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$44K +$49.3K +521 New
PGWM
532
Parisi Gray Wealth Management
New Jersey
$41K +$9.85K +104 +27%
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$40K -$261K -2,757 -85%
TCOV
534
Trust Company of Vermont
Vermont
$38K
BWM
535
Baystate Wealth Management
Massachusetts
$37K +$37.3K +394 +3,940%
FCAG
536
First Capital Advisors Group
New Jersey
$31K +$34.7K +367 New
ML
537
McAdam LLC
Pennsylvania
$30K +$33.1K +350 New
FCB
538
First Command Bank
Texas
$28.2K +$14.2K +150 +83%
FCFS
539
First Command Financial Services
Texas
$28K +$14.2K +150 +83%
SIAS
540
Shine Investment Advisory Services
Colorado
$27K
OFW
541
Omnia Family Wealth
Florida
$26K
BFC
542
Bedel Financial Consulting
Indiana
$26K +$28.4K +300 New
CAGAS
543
Capital Advisory Group Advisory Services
Minnesota
$26K +$28.4K +300 New
TSW
544
Thompson Siegel & Walmsley
Virginia
$25K
CAW
545
Cornerstone Advisors (Washington)
Washington
$25K +$19.1K +202 +227%
JA
546
JOYN Advisors
Georgia
$25K +$27.6K +292 New
GLI
547
Guardian Life Insurance
New York
$24K -$11.5K -121 -30%
BWL
548
Bogart Wealth LLC
Virginia
$23K
ST
549
Smithfield Trust
Pennsylvania
$22K +$4.73K +50 +24%
CPA
550
Cowen Prime Advisors
New York
$21K