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Name Holding Trade Value Shares
Change
Change in
Stake
GAA
801
Global Assets Advisory
Florida
$339K +$11.4K +69 +3%
MFA
802
Mayflower Financial Advisors
Massachusetts
$338K -$1.32K -8 -0.4%
TAM
803
Tocqueville Asset Management
New York
$337K +$4.96K +30 +1%
PA
804
Parallel Advisors
California
$337K +$8.61K +52 +2%
CI
805
Conning Inc
Connecticut
$337K +$13.2K +80 +4%
KC
806
Kingfisher Capital
North Carolina
$336K +$24.8K +150 +8%
GL
807
Graypoint LLC
New York
$336K +$18.4K +111 +5%
IFG
808
Independent Financial Group
California
$335K +$74.3K +449 +26%
SIA
809
Schechter Investment Advisors
Michigan
$333K -$8.94K -54 -2%
BFM
810
Boothbay Fund Management
New York
$332K +$351K +2,121 New
PWPS
811
Pinnacle Wealth Planning Services
Ohio
$331K +$331 +2 +0.1%
BJL
812
Brighton Jones LLC
Washington
$331K +$52K +314 +17%
BFS
813
Bradley Foster & Sargent
Connecticut
$329K
IWC
814
Integrated Wealth Concepts
Massachusetts
$328K +$32.9K +199 +10%
SSB
815
Sandy Spring Bank
Maryland
$328K -$3.15K -19 -0.9%
TNA
816
True North Advisors
Texas
$326K +$4.3K +26 +1%
IAN
817
Integrated Advisors Network
Texas
$324K +$52.6K +318 +18%
AA
818
ALPS Advisors
Colorado
$323K +$11.4K +69 +3%
EWA
819
Exencial Wealth Advisors
Oklahoma
$321K +$1.99K +12 +0.6%
WS
820
Wedbush Securities
California
$321K +$11.4K +69 +3%
BSB
821
Bangor Savings Bank
Maine
$321K -$16.2K -98 -5%
FFA
822
Founders Financial Alliance
North Carolina
$319K -$6.12K -37 -2%
GWANC
823
Guardian Wealth Advisors (North Carolina)
North Carolina
$318K -$47.3K -286 -12%
NF
824
Norwood Financial
Pennsylvania
$317K
PP
825
Patten & Patten
Tennessee
$316K