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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
551
SevenBridge Financial Group
Pennsylvania
$12K -$5.77K -150 -31%
FC
552
Ferris Capital
Massachusetts
$12K – – –
TL
553
TrueWealth LLC
Georgia
$10K – – –
WEC
554
Winslow Evans & Crocker
Massachusetts
$10K – – –
TDC
555
Thompson Davis & Co
Virginia
$10K +$38 +1 +0.4%
CFG
556
Citizens Financial Group
Rhode Island
$10K +$10.8K +280 New
CWM
557
Catamount Wealth Management
Connecticut
$9K – – –
TFO
558
Tarbox Family Office
California
$9K – – –
WSTAM
559
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$9.19K +239 New
BAM
560
Bruderman Asset Management
New York
$8K – – –
GAM
561
Gemmer Asset Management
California
$8K – – –
PFBT
562
Parkside Financial Bank & Trust
Missouri
$7K -$461 -12 -6%
DBT
563
Dubuque Bank & Trust
Iowa
$7K – – –
LFA
564
Legacy Financial Advisors
Kentucky
$7K – – –
WA
565
WealthTrust-Arizona
Arizona
$7K – – –
VFA
566
Valeo Financial Advisors
Indiana
$7K +$5.38K +140 +133%
BBHC
567
Brown Brothers Harriman & Co
New York
$7K +$7.46K +194 New
Schroder Investment Management Group
568
Schroder Investment Management Group
United Kingdom
$7K +$7.62K +198 New
AF
569
Allworth Financial
California
$5K – – –
RFA
570
Reilly Financial Advisors
California
$5K – – –
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$5K +$423 +11 +9%
SWA
572
Sutton Wealth Advisors
Florida
$4.25K -$10.7K -279 -71%
WPA
573
West Paces Advisors
Georgia
$4.21K – – –
ACS
574
Archford Capital Strategies
Illinois
$4K – – –
APSP
575
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –