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Name Holding Trade Value Shares
Change
Change in
Stake
TL
451
TrueWealth LLC
Georgia
$7K
CBT
452
Central Bank & Trust
Kentucky
$7K +$7.23K +140 New
CFG
453
Citizens Financial Group
Rhode Island
$6K -$3.61K -70 -39%
TFS
454
TrustCore Financial Services
Tennessee
$6K
CI
455
CX Institutional
Indiana
$5K +$361 +7 +8%
CFGS
456
Concourse Financial Group Securities
Alabama
$4K -$14.1K -274 -80%
SIM
457
Sonora Investment Management
Arizona
$4K
VCM
458
Versant Capital Management
Arizona
$4K
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$4K
WEC
460
Winslow Evans & Crocker
Massachusetts
$4K
BCM
461
Bourgeon Capital Management
Connecticut
$4K +$3.87K +75 New
SWA
462
Sutton Wealth Advisors
Florida
$3.24K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$3K
FHA
464
Flagship Harbor Advisors
Massachusetts
$3K
HIM
465
Hillsdale Investment Management
Ontario, Canada
$3K
ME
466
McIlrath & Eck
Washington
$3K
SFSIG
467
San Francisco Sentry Investment Group
California
$3K
Rockefeller Capital Management
468
Rockefeller Capital Management
New York
$3K +$3.1K +60 New
IFAM
469
Institutional & Family Asset Management
Colorado
$2K -$929 -18 -32%
HR
470
Howe & Rusling
New York
$2K
RWM
471
Raffa Wealth Management
District of Columbia
$1.8K +$1.81K +35 New
RIA
472
Realta Investment Advisors
Delaware
$1K
TFO
473
Tarbox Family Office
California
$1K
WCG
474
Weaver Consulting Group
California
$1K
WT
475
Whittier Trust
California
$1K +$516 +10 New