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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Princeton Capital Management
New Jersey
$26K – – –
TF
702
Tompkins Financial
New York
$25K – – –
SBL
703
Sargent Bickham Lagudis
Colorado
$25K +$305 +6 +1%
JA
704
JOYN Advisors
Georgia
$24K -$3.46K -68 -12%
DWM
705
Destination Wealth Management
California
$24K – – –
WTB
706
Washington Trust Bank
Washington
$24K +$2.49K +49 +11%
SWA
707
Sutton Wealth Advisors
Florida
$23.6K – – –
IP
708
Intellectus Partners
California
$23K – – –
RFA
709
Reilly Financial Advisors
California
$23K – – –
FGAM
710
Financial Gravity Asset Management
Texas
$23K +$10.5K +206 +76%
PWAG
711
Polaris Wealth Advisory Group
California
$23K +$23.6K +465 New
ARMC
712
American Research & Management Company
Massachusetts
$22K – – –
BWA
713
Burt Wealth Advisors
Maryland
$22K – – –
CCMW
714
Cypress Capital Management (Wyoming)
Wyoming
$22K – – –
HCM
715
Highlander Capital Management
New Jersey
$21K – – –
MFW
716
Mosaic Family Wealth
Missouri
$21K – – –
PFO
717
Pathstone Family Office
New Jersey
$20K – – –
WCAMG
718
Woodard & Company Asset Management Group
North Carolina
$20K – – –
PSC
719
Prentiss Smith & Co
Vermont
$19K -$20.3K -400 -52%
PK
720
Pflug Koory
Nebraska
$19K -$2.03K -40 -10%
AssetMark Inc
721
AssetMark Inc
California
$19K +$2.64K +52 +16%
LWM
722
Lenox Wealth Management
Ohio
$18K +$8.59K +169 +88%
KF
723
Krilogy Financial
Missouri
$18K +$18.1K +357 New
RMAM
724
Raab & Moskowitz Asset Management
New Jersey
$18K +$18.3K +360 New
BCA
725
Bray Capital Advisors
Florida
$17K – – –