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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$561 +4 +10%
EWA
627
Evolution Wealth Advisors
Florida
$7K +$6.03K +43 New
GWS
628
Glassman Wealth Services
Virginia
$6K +$701 +5 +15%
WPA
629
West Paces Advisors
Georgia
$5.95K
FRA
630
Front Row Advisors
California
$5K
TIM
631
Tortoise Investment Management
New York
$5K
CAPTRUST Financial Advisors
632
CAPTRUST Financial Advisors
North Carolina
$5K +$2.25K +16 +89%
LWA
633
Lowe Wealth Advisors
Maryland
$4K
OAM
634
Oppenheimer Asset Management
New York
$4K
KFS
635
Kelly Financial Services
Massachusetts
$3.54K +$3.09K +22 New
AF
636
Advisornet Financial
Minnesota
$3K -$14.9K -106 -87%
BHWM
637
Bay Harbor Wealth Management
Maryland
$3K
HR
638
Howe & Rusling
New York
$3K +$140 +1 +5%
Parallax Volatility Advisers
639
Parallax Volatility Advisers
California
$2K -$223K -1,589 -99%
VCM
640
Versant Capital Management
Arizona
$2K -$842 -6 -25%
BWM
641
BerganKDV Wealth Management
Minnesota
$2K
LWM
642
Liberty Wealth Management
California
$2K
TFO
643
Tarbox Family Office
California
$2K +$561 +4 +44%
LWA
644
Lenox Wealth Advisors
New York
$2K +$1.68K +12 New
ED
645
Exane Derivatives
France
$1.93K -$1.04M -7,430 -100%
W
646
WealthStone
Ohio
$1.93K +$1.68K +12 New
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$1K
PW
648
Price Wealth
Texas
$1K +$982 +7 New
DWM
649
Doyle Wealth Management
Florida
$1K +$1.12K +8 New
FBT
650
First Bank & Trust
South Dakota
$1K +$1.26K +9 New