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Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
MUFG Americas
New York
$21K – – –
TFO
702
Tarbox Family Office
California
$20K -$129 -2 -0.7%
SPWG
703
Sage Private Wealth Group
Illinois
$19K – – –
PFBT
704
Parkside Financial Bank & Trust
Missouri
$19K +$65 +1 +0.4%
KPCM
705
Kings Point Capital Management
New York
$19K +$17.7K +273 New
CB
706
CNB Bank
Pennsylvania
$18K -$30.8K -476 -65%
CWC
707
Carolinas Wealth Consulting
North Carolina
$18K -$323 -5 -2%
GWMIA
708
Global Wealth Management Investment Advisory
Florida
$18K – – –
PA
709
PSI Advisors
Florida
$18K +$65 +1 +0.4%
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$18K +$16.9K +261 New
M
711
MOTCO
Texas
$17K – – –
GAM
712
Gemmer Asset Management
California
$15K – – –
VCM
713
Versant Capital Management
Arizona
$15K – – –
UCB
714
United Community Bank
South Carolina
$14K +$12.9K +200 New
SCA
715
Snowden Capital Advisors
New York
$14K +$12.9K +200 New
CFFP
716
Center for Financial Planning
Michigan
$13K – – –
Loomis, Sayles & Company
717
Loomis, Sayles & Company
Massachusetts
$12K -$10.9K -169 -51%
LSA
718
Leonteq Securities AG
Switzerland
$11.4K -$19.5K -302 -65%
SWA
719
Sutton Wealth Advisors
Florida
$11K – – –
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$11K – – –
GGI
721
Godsey & Gibb Inc
Virginia
$11K +$9.7K +150 New
SIS
722
Sound Income Strategies
Florida
$10K -$8.09K -125 -48%
CA
723
Centerpoint Advisors
Massachusetts
$10K – – –
WWM
724
Wolff Wiese Magana
California
$10K +$259 +4 +3%
AP
725
Arlington Partners
Alabama
$9K -$50.8K -786 -87%