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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Destination Wealth Management
California
$24K +$21.5K +426 +789%
SWA
702
Sutton Wealth Advisors
Florida
$23.7K – – –
RFA
703
Reilly Financial Advisors
California
$23K -$1.51K -30 -5%
IP
704
Intellectus Partners
California
$23K – – –
WTB
705
Washington Trust Bank
Washington
$23K – – –
BWA
706
Burt Wealth Advisors
Maryland
$22K -$53.3K -1,059 -71%
FPFS
707
First Personal Financial Services
North Carolina
$22K -$856 -17 -4%
ARMC
708
American Research & Management Company
Massachusetts
$22K – – –
CCMW
709
Cypress Capital Management (Wyoming)
Wyoming
$22K – – –
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$33.8K -671 -62%
HCM
711
Highlander Capital Management
New Jersey
$21K – – –
PK
712
Pflug Koory
Nebraska
$21K – – –
WCAMG
713
Woodard & Company Asset Management Group
North Carolina
$20.2K – – –
MGIA
714
Moneta Group Investment Advisors
Missouri
$20K -$788K -15,639 -98%
MFW
715
Mosaic Family Wealth
Missouri
$20K -$28.2K -560 -58%
PFO
716
Pathstone Family Office
New Jersey
$20K -$9.82K -195 -33%
MSFP
717
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
CAW
718
Cornerstone Advisors (Washington)
Washington
$20K +$10.3K +205 +107%
CBT
719
Central Bank & Trust
Kentucky
$20K +$20.2K +402 New
EA
720
Edge Advisors
Georgia
$19K -$6.4K -127 -24%
MWM
721
MinichMacGregor Wealth Management
New York
$19K +$5.69K +113 +40%
TAIM
722
TD Ameritrade Investment Management
Nebraska
$19K +$18.5K +367 New
BCA
723
Bray Capital Advisors
Florida
$18K +$17.5K +348 New
SMFS
724
Squar Milner Financial Services
California
$18K +$18K +357 New
MFT
725
Moisand Fitzgerald Tamayo
Florida
$17K – – –