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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
1051
Financial Architects (New Jersey)
New Jersey
$49K – – –
TL
1052
TrueWealth LLC
Georgia
$45K -$14.9K -80 -26%
ONST
1053
Old North State Trust
North Carolina
$45K – – –
SLF
1054
Sun Life Financial
Ontario, Canada
$41K -$41.8K -225 -52%
PWP
1055
Personal Wealth Partners
Minnesota
$41K +$38.9K +209 New
CI
1056
CX Institutional
Indiana
$40K -$3.35K -18 -8%
AF
1057
Allworth Financial
California
$39K – – –
CA
1058
Centerpoint Advisors
Massachusetts
$39K – – –
TF
1059
TimeScale Financial
Massachusetts
$39K +$36.3K +195 New
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$37K -$3.53K -19 -9%
PO
1061
Private Ocean
California
$37K +$5.21K +28 +17%
M
1062
MOTCO
Texas
$37K +$16.4K +88 +88%
LWA
1063
Lenox Wealth Advisors
New York
$35K -$2.79K -15 -8%
OAJ
1064
Ogorek Anthony Joseph
New York
$33K – – –
TNBTD
1065
Trustmark National Bank Trust Department
Mississippi
$33K – – –
FPS
1066
Fieldpoint Private Securities
Connecticut
$33K +$16K +86 +108%
TFO
1067
Tarbox Family Office
California
$32K +$4.83K +26 +19%
LWM
1068
Liberty Wealth Management
California
$31K – – –
WPA
1069
West Paces Advisors
Georgia
$30.8K – – –
PCP
1070
Proficio Capital Partners
Massachusetts
$30K -$29.6K -159 -51%
PC
1071
Permanens Capital
New York
$30K – – –
FWM
1072
Focused Wealth Management
New York
$30K +$27.9K +150 New
FLPIM
1073
F.L. Putnam Investment Management
Massachusetts
$28K +$26.2K +141 New
FRA
1074
Front Row Advisors
California
$27K -$13.6K -73 -35%
FIB
1075
First Interstate Bank
Montana
$27K – – –