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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
651
Atlas Capital Advisors
Wyoming
$107K -$6.27K -107 -6%
IBOK
652
Independence Bank of Kentucky
Kentucky
$106K +$23.5K +400 +28%
GSWM
653
Golden State Wealth Management
California
$106K +$106K +1,811 New
CAM
654
Columbia Asset Management
Michigan
$102K +$103K +1,750 New
MA
655
MUFG Americas
New York
$101K +$33.8K +577 +50%
GI
656
Gradient Investments
Minnesota
$100K +$645 +11 +0.6%
RA
657
Rational Advisors
New York
$99K +$76.2K +1,299 +333%
PO
658
Private Ocean
California
$96K
AC
659
Avestar Capital
New York
$95K +$25K +427 +27%
NSIM
660
North Star Investment Management
Illinois
$94K +$176 +3 +0.2%
BAM
661
Barrett Asset Management
New York
$91K
GRP
662
Global Retirement Partners
California
$91K
PFO
663
Pathstone Family Office
New Jersey
$89K +$9.56K +163 +12%
SFG
664
SevenBridge Financial Group
Pennsylvania
$89K +$14.7K +251 +20%
BWA
665
BDO Wealth Advisors
Florida
$85K
FIB
666
First Interstate Bank
Montana
$79K +$21.1K +360 +36%
FCB
667
First Command Bank
Texas
$78K +$7.62K +130 +11%
FCFS
668
First Command Financial Services
Texas
$78K +$7.62K +130 +11%
RFA
669
Reilly Financial Advisors
California
$77K +$762 +13 +1%
PRC
670
Pearl River Capital
Michigan
$76K +$77.1K +1,314 New
ST
671
Smithfield Trust
Pennsylvania
$75K +$3.52K +60 +5%
PA
672
Parallel Advisors
California
$74K -$72.1K -1,230 -49%
WAM
673
Wealthspire Advisors (Maryland)
Maryland
$71K +$3.69K +63 +5%
THWM
674
Taylor Hoffman Wealth Management
Virginia
$70K
WTB
675
Washington Trust Bank
Washington
$70K