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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$23.7K
RFA
702
Reilly Financial Advisors
California
$23K -$1.51K -30 -5%
IP
703
Intellectus Partners
California
$23K
WTB
704
Washington Trust Bank
Washington
$23K
BWA
705
Burt Wealth Advisors
Maryland
$22K -$53.3K -1,059 -71%
FPFS
706
First Personal Financial Services
North Carolina
$22K -$856 -17 -4%
ARMC
707
American Research & Management Company
Massachusetts
$22K
CCMW
708
Cypress Capital Management (Wyoming)
Wyoming
$22K
PFGIA
709
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$33.8K -671 -62%
HCM
710
Highlander Capital Management
New Jersey
$21K
PK
711
Pflug Koory
Nebraska
$21K
WCAMG
712
Woodard & Company Asset Management Group
North Carolina
$20.2K
MGIA
713
Moneta Group Investment Advisors
Missouri
$20K -$788K -15,639 -98%
MFW
714
Mosaic Family Wealth
Missouri
$20K -$28.2K -560 -58%
PFO
715
Pathstone Family Office
New Jersey
$20K -$9.82K -195 -33%
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$20K
CAW
717
Cornerstone Advisors (Washington)
Washington
$20K +$10.3K +205 +107%
CBT
718
Central Bank & Trust
Kentucky
$20K +$20.2K +402 New
EA
719
Edge Advisors
Georgia
$19K -$6.4K -127 -24%
MWM
720
MinichMacGregor Wealth Management
New York
$19K +$5.69K +113 +40%
TAIM
721
TD Ameritrade Investment Management
Nebraska
$19K +$18.5K +367 New
BCA
722
Bray Capital Advisors
Florida
$18K +$17.5K +348 New
SMFS
723
Squar Milner Financial Services
California
$18K +$18K +357 New
MFT
724
Moisand Fitzgerald Tamayo
Florida
$17K
VIA
725
Vantage Investment Advisors
Pennsylvania
$17K