Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
676
Wagner Wealth Management (South Carolina)
South Carolina
$59K – – –
AA
677
Ancora Advisors
Ohio
$54K – – –
BMD
678
Better Money Decisions
New Mexico
$54K – – –
WT
679
Whittier Trust
California
$51K +$2.64K +13 +6%
ATC
680
Adirondack Trust Company
New York
$49K -$6.08K -30 -13%
PCG
681
Private Capital Group
Connecticut
$48K +$40.8K +201 +693%
CFD
682
Creative Financial Designs
Indiana
$45K -$8.11K -40 -16%
MA
683
Montag & Associates
Georgia
$44K +$2.03K +10 +5%
AF
684
Advisornet Financial
Minnesota
$44K +$39.3K +194 +1,078%
TFGT
685
TS Financial Group (TSFG)
Illinois
$43K – – –
RFA
686
Reilly Financial Advisors
California
$42K – – –
BWM
687
BerganKDV Wealth Management
Minnesota
$42K +$203 +1 +0.5%
GRP
688
Global Retirement Partners
California
$41K -$56.2K -277 -59%
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$1.01K +5 +3%
LC
690
Lindbrook Capital
California
$39K +$9.33K +46 +32%
LWM
691
Liberty Wealth Management
California
$39K +$20.5K +101 +142%
CIM
692
Contravisory Investment Management
Massachusetts
$38K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
693
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37K -$28.6K -141 -44%
CAL
694
Capital Analysts LLC
Pennsylvania
$37K -$11.2K -55 -24%
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$36K +$608 +3 +2%
BDWM
696
Brewin Dolphin Wealth Management
Ireland
$35.8K – – –
GKWIM
697
Gerber Kawasaki Wealth & Investment Management
California
$35K +$35.1K +173 New
BCM
698
Blume Capital Management
California
$31K – – –
JGIA
699
Jackson Grant Investment Advisers
Connecticut
$31K – – –
TFM
700
TFC Financial Management
Massachusetts
$31K – – –