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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
776
Confluence Wealth Services
Pennsylvania
$124K +$133K +928 New
SSB
777
Sandy Spring Bank
Maryland
$118K – – –
SWM
778
Scissortail Wealth Management
Oklahoma
$118K +$126K +876 New
LWANC
779
Laurel Wealth Advisors (North Carolina)
North Carolina
$117K +$20.1K +140 +19%
FHA
780
First Horizon Advisors
Tennessee
$116K -$10.9K -76 -8%
RFWA
781
RPg Family Wealth Advisory
Massachusetts
$114K – – –
BAM
782
Barrett Asset Management
New York
$113K +$575 +4 +0.5%
FAG
783
Fortitude Advisory Group
Washington
$112K +$120K +836 New
CAL
784
Capital Analysts LLC
Pennsylvania
$110K – – –
CFO
785
CVA Family Office
Colorado
$110K +$118K +820 New
LC
786
Lindbrook Capital
California
$100K +$36.2K +252 +51%
NL
787
NKCFO LLC
Illinois
$99K +$106K +740 New
TH
788
TCTC Holdings
Texas
$97K – – –
WTA
789
Washington Trust Advisors
Massachusetts
$93K +$100K +696 New
NFG
790
Next Financial Group
Texas
$89K -$77K -536 -45%
ARMC
791
American Research & Management Company
Massachusetts
$86K – – –
TFA
792
Toth Financial Advisory
Virginia
$86K – – –
CI
793
Carroll Investors
South Carolina
$80K +$87.9K +612 New
TWA
794
TCI Wealth Advisors
Arizona
$75K +$8.05K +56 +11%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$75K +$17.2K +120 +27%
TPCW
796
TD Private Client Wealth
New York
$72K +$16.1K +112 +26%
C
797
Covestor
United Kingdom
$71K +$75.9K +528 New
CFA
798
Carroll Financial Associates
North Carolina
$67K -$198K -1,376 -74%
NL
799
NVWM LLC
Pennsylvania
$67K +$11.5K +80 +20%
TWC
800
TD Waterhouse Canada
Ontario, Canada
$64.8K +$72.4K +504 New
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