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Independent Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
326
Stone House Investment Management
Pennsylvania
$1.59K – – –
WTA
327
Washington Trust Advisors
Massachusetts
$1.59K +$1.51K +19 New
CCMI
328
Creative Capital Management Investments
California
$1.34K +$1.27K +16 New
TFA
329
Transamerica Financial Advisors
Florida
$1.26K +$1.19K +15 New
RWM
330
Rialto Wealth Management
New York
$1.26K +$159 +2 +15%
PWA
331
Physician Wealth Advisors
Utah
$1.26K +$635 +8 +114%
BC
332
Bayforest Capital
United Kingdom
$1.17K +$1.11K +14 New
GWM
333
Gilpin Wealth Management
Colorado
$1K – – –
SWM
334
Spire Wealth Management
Virginia
$1K – – –
BIA
335
Bell Investment Advisors
California
$921 -$635 -8 -42%
TM
336
Torren Management
California
$902 – – –
PA
337
Parallel Advisors
California
$837 – – –
RF
338
Rossby Financial
Florida
$753 – – –
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$670 – – –
HIA
340
HFM Investment Advisors
New Jersey
$670 +$397 +5 +167%
SEP
341
Signature Equity Partners
Ohio
$586 – – –
PMFA
342
Plante Moran Financial Advisors
Michigan
$586 +$555 +7 New
AW
343
Ankerstar Wealth
Texas
$506 – – –
BHWM
344
Bay Harbor Wealth Management
Maryland
$502 +$159 +2 +50%
S
345
SignatureFD
Georgia
$419 – – –
DCM
346
Davis Capital Management
Florida
$251 +$238 +3 New
LI
347
LRI Investments
Florida
$251 +$238 +3 New
SS
348
SBI Securities
Japan
$167 +$79 +1 +100%
DF
349
DecisionPoint Financial
Arizona
$85 +$79 +1 New
RWM
350
Raffa Wealth Management
District of Columbia
$84 – – –