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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
Lenox Wealth Management
Ohio
$49K
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$49K
WT
628
Whittier Trust
California
$48K
GRP
629
Global Retirement Partners
California
$48K +$12.2K +888 +33%
FMTCOCP
630
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45.6K
CAL
631
Capital Advisors Ltd
Ohio
$44K
VIA
632
Vantage Investment Advisors
Pennsylvania
$44K
SIC
633
Salem Investment Counselors
North Carolina
$42K
RFA
634
Reilly Financial Advisors
California
$41K +$30.8K +2,236 +280%
CAW
635
Cornerstone Advisors (Washington)
Washington
$39K
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$38.2K
MOS
637
MGO One Seven
Ohio
$37K -$18.1K -1,312 -32%
EA
638
Edge Advisors
Georgia
$37K
GLI
639
Guardian Life Insurance
New York
$36K -$15K -1,092 -29%
VFA
640
Valeo Financial Advisors
Indiana
$35K -$12.1K -880 -26%
SBL
641
Sargent Bickham Lagudis
Colorado
$33K
SIAS
642
Shine Investment Advisory Services
Colorado
$33K
WA
643
WealthTrust-Arizona
Arizona
$33K
CA
644
Crewe Advisors
Utah
$31K
RFM
645
Royal Fund Management
Florida
$29K +$1.76K +128 +6%
IWM
646
IHT Wealth Management
Illinois
$27K
LF
647
Lee Financial
Texas
$27K
BFC
648
Bedel Financial Consulting
Indiana
$27K +$26.8K +1,944 New
ZB
649
Zions Bancorporation
Utah
$26K -$68.3K -4,960 -73%
BWM
650
Baystate Wealth Management
Massachusetts
$25K