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Name Holding Trade Value Shares
Change
Change in
Stake
HT
676
Heritage Trust
Oklahoma
$37K – – –
BL
677
Balentine LLC
Georgia
$37K +$20.8K +412 +127%
1IA
678
1834 Investment Advisors
Wisconsin
$33K – – –
PG
679
Patten Group
Tennessee
$33K – – –
1832 Asset Management
680
1832 Asset Management
Ontario, Canada
$33K +$4.13K +82 +14%
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K – – –
AF
682
Allworth Financial
California
$30K +$8.16K +162 +37%
NC
683
NewSquare Capital
Pennsylvania
$29K – – –
AWM
684
Aevitas Wealth Management
Massachusetts
$29K +$201 +4 +0.7%
CA
685
Centerpoint Advisors
Massachusetts
$29K +$29.2K +579 New
FCB
686
First Command Bank
Texas
$28K -$2.72K -54 -9%
FCFS
687
First Command Financial Services
Texas
$28K -$2.72K -54 -9%
PMFA
688
Plante Moran Financial Advisors
Michigan
$28K – – –
TIM
689
Tortoise Investment Management
New York
$28K – – –
JA
690
JOYN Advisors
Georgia
$28K +$12K +238 +76%
EWM
691
Endurance Wealth Management
Rhode Island
$27K -$3.42K -68 -11%
PCM
692
Princeton Capital Management
New Jersey
$27K – – –
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
$26K -$41K -815 -61%
CWM
694
Cranbrook Wealth Management
Michigan
$26K – – –
POIA
695
Pin Oak Investment Advisors
Texas
$26K +$50 +1 +0.2%
TDC
696
Thompson Davis & Co
Virginia
$25K -$10.1K -200 -29%
HR
697
Howe & Rusling
New York
$25K – – –
SBL
698
Sargent Bickham Lagudis
Colorado
$25K +$302 +6 +1%
TF
699
Tompkins Financial
New York
$25K +$25.1K +498 New
MBT
700
Monroe Bank & Trust
Michigan
$24K – – –