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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
TSW
627
Thompson Siegel & Walmsley
Virginia
$36K – – –
FP
628
Financial Perspectives
Minnesota
$32.2K – – –
FF
629
FourThought Financial
Florida
$31K – – –
SWA
630
SOA Wealth Advisors
New York
$31K +$237 +4 +0.7%
COCM
631
Charter Oak Capital Management
New Hampshire
$30K – – –
CFA
632
Carroll Financial Associates
North Carolina
$29K – – –
BCA
633
Berman Capital Advisors
Georgia
$28K +$4.39K +74 +17%
GWS
634
Glassman Wealth Services
Virginia
$28K +$25.5K +430 +551%
CFB
635
Cullen/Frost Bankers
Texas
$27K – – –
FRA
636
Front Row Advisors
California
$27K – – –
LWA
637
Lenox Wealth Advisors
New York
$27K – – –
LSA
638
Leonteq Securities AG
Switzerland
$25.8K +$8.9K +150 +48%
AWM
639
Accel Wealth Management
Iowa
$25K +$119 +2 +0.4%
IUHSA
640
Itau Unibanco Holding S.A.
Brazil
$24K +$25.9K +437 New
CCM
641
Covington Capital Management
California
$23K +$415 +7 +2%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K – – –
RCA
643
Ranch Capital Advisors
Florida
$22K – – –
AIM
644
Anchor Investment Management
South Carolina
$21K -$33.5K -565 -60%
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
LC
646
Lindbrook Capital
California
$20K – – –
CA
647
Clearstead Advisors
Ohio
$19K – – –
CPC
648
Consolidated Planning Corp
Georgia
$19K +$20.1K +339 New
Loomis, Sayles & Company
649
Loomis, Sayles & Company
Massachusetts
$18K -$137K -2,313 -87%
GRP
650
Global Retirement Partners
California
$18K -$237 -4 -1%