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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$24.7K +$1.18K +40 +5%
AWM
702
AllSquare Wealth Management
New York
$24K
BWM
703
Baystate Wealth Management
Massachusetts
$24K
OIA
704
OneDigital Investment Advisors
Kansas
$24K
PK
705
Pflug Koory
Nebraska
$24K
FANJ
706
Financial Architects (New Jersey)
New Jersey
$24K +$3.18K +108 +14%
PCP
707
Proficio Capital Partners
Massachusetts
$24K +$8.03K +273 +47%
RWG
708
Regal Wealth Group
California
$23K
LFA
709
Legacy Financial Advisors
Kentucky
$23K +$11.5K +390 +92%
FC
710
Ferris Capital
Massachusetts
$22K -$1.47K -50 -6%
Loomis, Sayles & Company
711
Loomis, Sayles & Company
Massachusetts
$22K
MA
712
MCF Advisors
Kentucky
$22K
VCM
713
Vigilant Capital Management
Maine
$22K
TCM
714
Tradewinds Capital Management
Washington
$21K -$21K -715 -49%
GAM
715
Gemmer Asset Management
California
$21K +$2.35K +80 +12%
WPA
716
West Paces Advisors
Georgia
$20K
OFS
717
Orrstown Financial Services
Pennsylvania
$20K
RFA
718
Reilly Financial Advisors
California
$20K
SIAS
719
Shine Investment Advisory Services
Colorado
$20K
MNBTD
720
Moody National Bank Trust Division
Texas
$20K +$20.5K +697 New
JFA
721
JNBA Financial Advisors
Minnesota
$19K -$113K -3,836 -85%
HFM
722
Hartford Financial Management
Connecticut
$19K
NIM
723
NuWave Investment Management
New Jersey
$19K +$8.56K +291 +74%
RA
724
Rational Advisors
New York
$19K +$8.56K +291 +74%
MWC
725
MBM Wealth Consultants
Missouri
$19K +$20.2K +688 New