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Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Montag & Associates
Georgia
$89K
SCM
527
Silvant Capital Management
Georgia
$89K
AF
528
Allworth Financial
California
$86K +$28.6K +544 +56%
TFA
529
Toth Financial Advisory
Virginia
$81K +$525 +10 +0.7%
C
530
Covestor
United Kingdom
$81K +$75.7K +1,442 New
FHA
531
First Horizon Advisors
Tennessee
$79K -$21.3K -406 -23%
OC
532
Oakworth Capital
Alabama
$79K
AWM
533
AllSquare Wealth Management
New York
$76K
RMC
534
Resources Management Corp
Connecticut
$75K
SCA
535
Snowden Capital Advisors
New York
$75K +$70K +1,332 New
LF
536
Lee Financial
Texas
$73K
PFBT
537
Parkside Financial Bank & Trust
Missouri
$72K +$1.58K +30 +2%
SCA
538
Stonebridge Capital Advisors
Minnesota
$70K +$19.9K +378 +43%
LJHT
539
Laurie J. Hall Trustee
$68K -$10.5K -200 -14%
QCG
540
Quadrant Capital Group
Ohio
$66K +$1.79K +34 +3%
TFGT
541
TS Financial Group (TSFG)
Illinois
$63K +$58.7K +1,118 +13,975%
M
542
MOTCO
Texas
$62K
CT
543
Caldwell Trust
Florida
$58.6K -$17.9K -340 -25%
FCMT
544
Founders Capital Management (Texas)
Texas
$58K
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$1.68K -32 -3%
HCP
547
Hexagon Capital Partners
Arkansas
$56K
RFA
548
Reilly Financial Advisors
California
$56K
WT
549
Washington Trust
Rhode Island
$54K -$2.94K -56 -6%
FPB
550
First PREMIER Bank
South Dakota
$51K