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Name Holding Trade Value Shares
Change
Change in
Stake
PO
751
Private Ocean
California
$66K – – –
POIA
752
Pin Oak Investment Advisors
Texas
$65K – – –
NSIM
753
North Star Investment Management
Illinois
$63K +$19 +1 +0%
JFA
754
JNBA Financial Advisors
Minnesota
$62K +$1.16K +61 +2%
LWM
755
Liberty Wealth Management
California
$62K +$40.2K +2,120 +270%
SIM
756
Sonora Investment Management
Arizona
$61K -$34.1K -1,800 -38%
PFGIA
757
Patriot Financial Group Insurance Agency
Massachusetts
$60K – – –
TC
758
Trust Company
Kansas
$60K – – –
FHA
759
Flagship Harbor Advisors
Massachusetts
$60K +$76 +4 +0.1%
BCA
760
Berman Capital Advisors
Georgia
$60K +$24K +1,265 +74%
LFA
761
Lighthouse Financial Advisors
Maryland
$60K +$56.1K +2,959 New
SQA
762
Simon Quick Advisors
New Jersey
$58K +$53.1K +2,800 New
ZB
763
Zions Bancorporation
Utah
$53K -$3.05K -161 -6%
BFC
764
Bedel Financial Consulting
Indiana
$52K – – –
RWA
765
Ropes Wealth Advisors
Massachusetts
$50K -$9.47K -500 -17%
CT
766
Caldwell Trust
Florida
$49.8K +$45.9K +2,423 New
GWMIA
767
Global Wealth Management Investment Advisory
Florida
$49K – – –
GDP
768
Great Diamond Partners
Maine
$49K +$46K +2,429 New
KPW
769
Kore Private Wealth
New York
$48K +$44.1K +2,328 New
ED
770
Exane Derivatives
France
$47.4K -$3.4M -179,244 -99%
WWM
771
Willingdon Wealth Management
North Carolina
$47K +$35.8K +1,889 +491%
WPA
772
West Paces Advisors
Georgia
$46.4K -$235K -12,416 -85%
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$46K – – –
CA
774
Centerpoint Advisors
Massachusetts
$45K – – –
PCG
775
Private Capital Group
Connecticut
$43K -$94.5K -4,988 -70%