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Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
Avestar Capital
New York
$4K
PFBT
452
Parkside Financial Bank & Trust
Missouri
$4K +$845 +30 +26%
CI
453
CX Institutional
Indiana
$4K +$986 +35 +40%
PO
454
Private Ocean
California
$4K +$4.17K +148 New
GEA
455
Glen Eagle Advisors
New Jersey
$3.39K
EWM
456
Endurance Wealth Management
Rhode Island
$3K -$169 -6 -6%
ADL
457
Asset Dedication LLC
California
$3K
CCMW
458
Cypress Capital Management (Wyoming)
Wyoming
$3K
BWM
459
Baystate Wealth Management
Massachusetts
$3K +$28 +1 +0.9%
TL
460
TrueWealth LLC
Georgia
$3K +$28 +1 +0.9%
GWS
461
Glassman Wealth Services
Virginia
$3K +$366 +13 +12%
JFA
462
JNBA Financial Advisors
Minnesota
$3K +$2.82K +100 New
TCA
463
Tortoise Capital Advisors
Kansas
$2K
WAS
464
Winch Advisory Services
Wisconsin
$2K
AF
465
Allworth Financial
California
$2K +$113 +4 +8%
HWA
466
Heritage Wealth Advisors
Virginia
$1.47K
Rockefeller Capital Management
467
Rockefeller Capital Management
New York
$1K -$12.1K -428 -93%
BBHC
468
Brown Brothers Harriman & Co
New York
$1K -$2.85K -101 -74%
FCA
469
FinTrust Capital Advisors
South Carolina
$1K -$648 -23 -39%
APC
470
Aspire Private Capital
North Carolina
$1K
BWM
471
BerganKDV Wealth Management
Minnesota
$1K
DWM
472
Destination Wealth Management
California
$1K
GI
473
Gradient Investments
Minnesota
$1K +$563 +20 New
FPFS
474
First Personal Financial Services
North Carolina
$1K +$676 +24 New
TF
475
TimeScale Financial
Massachusetts
$1K +$732 +26 New