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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
401
Private Capital Group
Connecticut
$10K – – –
ZIG
402
Zullo Investment Group
Pennsylvania
$10K – – –
Blue Trust Inc
403
Blue Trust Inc
Georgia
$10K +$8.97K +118 New
JWA
404
JFS Wealth Advisors
Pennsylvania
$9K -$4.49K -59 -32%
CA
405
Crewe Advisors
Utah
$8K +$8.29K +109 New
Prospera Financial Services
406
Prospera Financial Services
Texas
$7K -$2.36K -31 -23%
Gradient Investments
407
Gradient Investments
Minnesota
$7K – – –
NSIM
408
North Star Investment Management
Illinois
$7K – – –
Huntington National Bank
409
Huntington National Bank
Ohio
$5K -$5.4K -71 -49%
GWS
410
Glassman Wealth Services
Virginia
$5K -$1.29K -17 -19%
EARNEST Partners
411
EARNEST Partners
Georgia
$5K – – –
ZB
412
Zions Bancorporation
Utah
$5K +$684 +9 +16%
BIA
413
Bell Investment Advisors
California
$5K +$5.4K +71 New
TCWM
414
Total Clarity Wealth Management
Illinois
$5K +$5.7K +75 New
CT
415
Caldwell Trust
Florida
$4.87K – – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$4K +$4.71K +62 New
TD Waterhouse Canada
417
TD Waterhouse Canada
Ontario, Canada
$3.58K +$1.98K +26 +153%
ACM
418
AUA Capital Management
Pennsylvania
$3K – – –
FRA
419
Front Row Advisors
California
$3K – – –
TJHA
420
Thomas J. Herzfeld Advisors
Florida
$3K – – –
RWM
421
Raffa Wealth Management
District of Columbia
$2.78K +$1.06K +14 +54%
DFCM
422
Dark Forest Capital Management
Puerto Rico
$2K -$9.88K -130 -86%
FF
423
FourThought Financial
Florida
$2K – – –
WTA
424
Washington Trust Advisors
Massachusetts
$2K +$608 +8 +31%
SC
425
Schubert & Co
Texas
$2K +$1.14K +15 +83%