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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
476
HM Payson & Co
Maine
$5K
MUS
477
Mitsubishi UFJ Securities
Japan
$5K
RFA
478
Reilly Financial Advisors
California
$5K
IFAM
479
Institutional & Family Asset Management
Colorado
$5K +$751 +14 +18%
SIAS
480
Shine Investment Advisory Services
Colorado
$5K +$3.22K +60 +231%
LWM
481
Liberty Wealth Management
California
$5K +$4.24K +79 +790%
EW
482
Evoke Wealth
California
$4.48K +$4.56K +85 New
GWAG
483
Garrett Wealth Advisory Group
Texas
$4.04K +$4.13K +77 New
TCOV
484
Trust Company of Vermont
Vermont
$4K -$1.4K -26 -26%
PCG
485
Private Capital Group
Connecticut
$4K -$1.23K -23 -23%
CMBA
486
C.M. Bidwell & Associates
Hawaii
$4K
BL
487
Balentine LLC
Georgia
$4K +$4.02K +75 +833%
AWM
488
Avior Wealth Management
Nebraska
$3K
PW
489
Price Wealth
Texas
$3K
TIM
490
Tortoise Investment Management
New York
$3K
CI
491
CX Institutional
Indiana
$3K +$858 +16 +36%
CCM
492
Covington Capital Management
California
$3K +$3K +56 New
PB
493
Pinnacle Bancorp
Nebraska
$3K +$3.38K +63 New
JFA
494
JNBA Financial Advisors
Minnesota
$3K +$3.43K +64 New
SWA
495
Sutton Wealth Advisors
Florida
$2.78K -$3.17K -59 -53%
GWS
496
Glassman Wealth Services
Virginia
$2K -$2.58K -48 -53%
BWM
497
Baystate Wealth Management
Massachusetts
$2K +$54 +1 +3%
SF
498
Synovus Financial
Georgia
$2K +$54 +1 +2%
JCM
499
Julex Capital Management
Massachusetts
$2K +$2.2K +41 New
FCH
500
Freestone Capital Holdings
Washington
$1.22K -$306K -5,714 -20%