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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
451
Liberty Wealth Management
California
$5K +$4.84K +172 New
AC
452
Avestar Capital
New York
$4K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$4K +$845 +30 +26%
CI
454
CX Institutional
Indiana
$4K +$986 +35 +40%
PO
455
Private Ocean
California
$4K +$4.17K +148 New
GEA
456
Glen Eagle Advisors
New Jersey
$3.39K – – –
EWM
457
Endurance Wealth Management
Rhode Island
$3K -$169 -6 -6%
ADL
458
Asset Dedication LLC
California
$3K – – –
CCMW
459
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
BWM
460
Baystate Wealth Management
Massachusetts
$3K +$28 +1 +0.9%
TL
461
TrueWealth LLC
Georgia
$3K +$28 +1 +0.9%
GWS
462
Glassman Wealth Services
Virginia
$3K +$366 +13 +12%
JFA
463
JNBA Financial Advisors
Minnesota
$3K +$2.82K +100 New
TCA
464
Tortoise Capital Advisors
Kansas
$2K – – –
WAS
465
Winch Advisory Services
Wisconsin
$2K – – –
AF
466
Allworth Financial
California
$2K +$113 +4 +8%
HWA
467
Heritage Wealth Advisors
Virginia
$1.47K – – –
Rockefeller Capital Management
468
Rockefeller Capital Management
New York
$1K -$12.1K -428 -93%
BBHC
469
Brown Brothers Harriman & Co
New York
$1K -$2.85K -101 -74%
FCA
470
FinTrust Capital Advisors
South Carolina
$1K -$648 -23 -39%
APC
471
Aspire Private Capital
North Carolina
$1K – – –
BWM
472
BerganKDV Wealth Management
Minnesota
$1K – – –
DWM
473
Destination Wealth Management
California
$1K – – –
GI
474
Gradient Investments
Minnesota
$1K +$563 +20 New
FPFS
475
First Personal Financial Services
North Carolina
$1K +$676 +24 New