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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
751
Berman Capital Advisors
Georgia
$42K +$2.18K +122 +6%
WLPWM
752
Walled Lake Planning & Wealth Management
Illinois
$42K +$40.4K +2,260 New
FHA
753
First Horizon Advisors
Tennessee
$41K +$7.86K +440 +25%
SIAS
754
Shine Investment Advisory Services
Colorado
$38K
LF
755
Lee Financial
Texas
$37K
FGAM
756
Financial Gravity Asset Management
Texas
$37K +$286 +16 +9%
Parallax Volatility Advisers
757
Parallax Volatility Advisers
California
$37K +$35.6K +1,994 New
LWM
758
Lenox Wealth Management
Ohio
$36K -$19.9K -1,114 -37%
RFM
759
Royal Fund Management
Florida
$36K
BAM
760
Bellevue Asset Management
Washington
$36K +$34.5K +1,932 New
SBL
761
Sargent Bickham Lagudis
Colorado
$35K
OC
762
Oakworth Capital
Alabama
$32K
WAP
763
Wealthcare Advisory Partners
Pennsylvania
$32K +$179 +10 +0.6%
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$31K +$715 +40 +2%
SNT
765
Security National Trust
West Virginia
$31K +$29.7K +1,660 New
BDWM
766
Brewin Dolphin Wealth Management
Ireland
$29.6K
QCG
767
Quadrant Capital Group
Ohio
$26K +$5.9K +330 +25%
CFG
768
Citizens Financial Group
Rhode Island
$26K +$18.6K +1,040 +265%
TWA
769
TCI Wealth Advisors
Arizona
$25K +$10.2K +568 +72%
QAM
770
QCI Asset Management
New York
$24K
BWL
771
Bogart Wealth LLC
Virginia
$22K
OSNBOA
772
Old Second National Bank of Aurora
Illinois
$22K
TPCW
773
TD Private Client Wealth
New York
$21.4K +$20.7K +1,156 New
PCM
774
Penserra Capital Management
California
$21K -$137K -7,656 -87%
CHC
775
City Holding Co
West Virginia
$21K