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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Sutton Wealth Advisors
Florida
$45.5K
ASN
302
Advisory Services Network
Georgia
$44K -$62.4K -4,000 -55%
LA
303
Legacy Advisors
Pennsylvania
$44K
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$43K +$9.09K +583 +22%
WAM
305
Wolverine Asset Management
Illinois
$40K -$132K -8,444 -73%
OIA
306
Optimum Investment Advisors
Illinois
$39K +$46.8K +3,000 New
SCM
307
Silvant Capital Management
Georgia
$37K +$44K +2,825 New
SF
308
Synovus Financial
Georgia
$37K +$44.1K +2,831 New
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$35K +$24.7K +1,584 +148%
AOWM
310
Alpha Omega Wealth Management
Virginia
$34K +$9.24K +593 +30%
TCOV
311
Trust Company of Vermont
Vermont
$28K
Bessemer Group
312
Bessemer Group
New Jersey
$27K -$26.9K -1,725 -46%
MI
313
Markston International
New York
$26K
ST
314
Smithfield Trust
Pennsylvania
$24K +$28.7K +1,843 New
CAW
315
Cornerstone Advisors (Washington)
Washington
$23K -$3.96K -254 -12%
HCM
316
Highlander Capital Management
New Jersey
$23K
CFG
317
CKW Financial Group
Hawaii
$22K
ARMT
318
Amica Retiree Medical Trust
Rhode Island
$19K -$51.2K -3,283 -70%
YWP
319
YorkBridge Wealth Partners
New York
$18K
IWM
320
IHT Wealth Management
Illinois
$17K -$10.7K -685 -34%
SCM
321
Stumpf Capital Management
Arizona
$17K
IA
322
IFP Advisors
Florida
$16K
OC
323
Oakworth Capital
Alabama
$14K -$3.12K -200 -17%
SWP
324
Stratos Wealth Partners
Ohio
$14K -$47 -3 -0.3%
ClearBridge Investments
325
ClearBridge Investments
New York
$14K