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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Liberty Wealth Management
California
$17K +$243 +13 +1%
LC
452
Lindbrook Capital
California
$16K -$2.95K -158 -16%
BCA
453
Berman Capital Advisors
Georgia
$16K +$3.61K +193 +30%
MNBTD
454
Moody National Bank Trust Division
Texas
$15K +$12.7K +681 +545%
JCM
455
Jacobi Capital Management
Pennsylvania
$14K +$5.61K +300 +73%
ADL
456
Asset Dedication LLC
California
$14K +$13.1K +700 New
GAM
457
Gemmer Asset Management
California
$12K -$7.37K -394 -38%
LWM
458
Lenox Wealth Management
Ohio
$12K
YWP
459
YorkBridge Wealth Partners
New York
$12K
VFA
460
Valeo Financial Advisors
Indiana
$10K -$15.7K -841 -61%
SIM
461
Sonora Investment Management
Arizona
$10K -$3.63K -194 -27%
SIS
462
Sound Income Strategies
Florida
$10K
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$10K
MAM
464
Meeder Asset Management
Ohio
$10K +$9.31K +498 New
FIB
465
First Interstate Bank
Montana
$9K -$179K -9,548 -95%
BCI
466
Brinker Capital Investments
Pennsylvania
$9K
CFN
467
Cordasco Financial Network
Florida
$9K
GWS
468
Glassman Wealth Services
Virginia
$9K +$224 +12 +3%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$9K +$3.65K +195 +76%
SWM
470
SeaCrest Wealth Management
New York
$8K -$21.9K -1,173 -74%
ESB
471
Essex Savings Bank
Connecticut
$8K -$3.78K -202 -34%
CAPTRUST Financial Advisors
472
CAPTRUST Financial Advisors
North Carolina
$8K -$561 -30 -7%
TFA
473
Toth Financial Advisory
Virginia
$8K
TL
474
TrueWealth LLC
Georgia
$7K
WPA
475
West Paces Advisors
Georgia
$6.28K -$1.57K -84 -21%