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Name Holding Trade Value Shares
Change
Change in
Stake
GI
801
Gradient Investments
Minnesota
$16K +$432 +22 +3%
SWA
802
Sutton Wealth Advisors
Florida
$15.4K -$609 -31 -4%
LWM
803
Liberty Wealth Management
California
$15K -$101K -5,145 -87%
SSB
804
Sandy Spring Bank
Maryland
$15K – – –
FANJ
805
Financial Architects (New Jersey)
New Jersey
$13K -$20.7K -1,054 -60%
IFAM
806
Institutional & Family Asset Management
Colorado
$13K +$98 +5 +0.7%
TFO
807
Tarbox Family Office
California
$12K -$1.1K -56 -8%
CFG
808
Citizens Financial Group
Rhode Island
$12K – – –
ETI
809
Enterprise Trust & Investment
California
$12K – – –
FMP
810
Financial Management Professionals
Texas
$12K – – –
JIR
811
James Investment Research
Ohio
$12K – – –
RWG
812
Regal Wealth Group
California
$12K – – –
KPCM
813
Kings Point Capital Management
New York
$12K +$12.8K +653 New
GWAG
814
Garrett Wealth Advisory Group
Texas
$11.5K +$11.9K +605 New
TSW
815
Thompson Siegel & Walmsley
Virginia
$11K -$4.42K -225 -28%
ONST
816
Old North State Trust
North Carolina
$11K – – –
PMFA
817
Plante Moran Financial Advisors
Michigan
$10K – – –
AJ
818
Ashburton (Jersey)
Jersey
$9K – – –
CFD
819
Creative Financial Designs
Indiana
$9K – – –
CCM
820
Cribstone Capital Management
Maine
$9K – – –
FCA
821
FinTrust Capital Advisors
South Carolina
$9K – – –
RBC
822
Roble Belko & Company
Pennsylvania
$8K – – –
TIM
823
Tortoise Investment Management
New York
$8K – – –
AAP
824
Arax Advisory Partners
Colorado
$8K +$39 +2 +0.5%
WWM
825
Willingdon Wealth Management
North Carolina
$7K +$2.18K +111 +41%