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Name Holding Trade Value Shares
Change
Change in
Stake
PO
526
Private Ocean
California
$15K – – –
RTC
527
Riverview Trust Company
Washington
$15K – – –
HWA
528
HHM Wealth Advisors
Tennessee
$14K – – –
FWM
529
Focused Wealth Management
New York
$14K +$118 +2 +0.8%
AWM
530
Apollon Wealth Management
South Carolina
$14K +$13.6K +230 New
SWM
531
Selective Wealth Management
Virginia
$13K +$13.4K +226 New
CT
532
Caldwell Trust
Florida
$12.5K -$8.88K -150 -42%
CFG
533
Citizens Financial Group
Rhode Island
$12K -$5.39K -91 -30%
BWM
534
Baystate Wealth Management
Massachusetts
$11K – – –
EARNEST Partners
535
EARNEST Partners
Georgia
$10K – – –
SIS
536
Sound Income Strategies
Florida
$10K – – –
SWM
537
Sugarloaf Wealth Management
Georgia
$10K – – –
SWA
538
Sutton Wealth Advisors
Florida
$9.55K -$3.32K -56 -26%
FQ
539
First Quadrant
California
$9K -$3.97K -67 -31%
BFC
540
Bedel Financial Consulting
Indiana
$9K – – –
TF
541
TimeScale Financial
Massachusetts
$9K +$59 +1 +0.7%
LC
542
Lindbrook Capital
California
$9K +$1.78K +30 +24%
SLF
543
Sun Life Financial
Ontario, Canada
$8K +$1.66K +28 +26%
BL
544
Balentine LLC
Georgia
$7K -$1.6K -27 -19%
TI
545
tru Independence
Oregon
$7K – – –
TL
546
TrueWealth LLC
Georgia
$7K +$59 +1 +0.9%
EW
547
Evoke Wealth
California
$7K +$237 +4 +3%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$6K – – –
GCM
549
Gables Capital Management
Florida
$6K – – –
SMG
550
Spectrum Management Group
Indiana
$6K – – –