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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Centerpoint Advisors
Massachusetts
$189K +$186K +5,000 New
PA
702
Parallel Advisors
California
$183K +$15.5K +417 +9%
DCM
703
Dupont Capital Management
Delaware
$180K
BTIS
704
BB&T Investment Services
North Carolina
$178K +$9.76K +263 +6%
CAPTRUST Financial Advisors
705
CAPTRUST Financial Advisors
North Carolina
$178K +$176K +4,729 New
SWP
706
Stratos Wealth Partners
Ohio
$171K +$168K +4,534 New
AOWM
707
Alpha Omega Wealth Management
Virginia
$170K
WIM
708
Westside Investment Management
California
$161K +$15.7K +424 +12%
NPP
709
New Potomac Partners
Maryland
$158K +$155K +4,180 New
Acadian Asset Management
710
Acadian Asset Management
Massachusetts
$153K
WTB
711
Washington Trust Bank
Washington
$149K
FAIM
712
Financial Advocates Investment Management
Washington
$148K +$146K +3,929 New
SPIA
713
Steward Partners Investment Advisory
New York
$146K +$9.21K +248 +7%
SFG
714
SevenBridge Financial Group
Pennsylvania
$143K +$37.1K +1,000 +33%
GBT
715
Grove Bank & Trust
Florida
$140K
RFC
716
Regions Financial Corp
Alabama
$137K +$135K +3,624 New
VFA
717
Valeo Financial Advisors
Indiana
$135K +$15.6K +420 +13%
WTC
718
WhitTier Trust Company
Nevada
$129K
TCA
719
Teewinot Capital Advisers
New York
$125K
VIM
720
Veritas Investment Management
United Kingdom
$124K
GLI
721
Guardian Life Insurance
New York
$122K +$35.4K +954 +42%
IWM
722
IHT Wealth Management
Illinois
$117K +$557 +15 +0.5%
ADL
723
Asset Dedication LLC
California
$108K -$2.38K -64 -2%
CJA
724
C-J Advisory
California
$108K
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$107K +$105K +2,821 New