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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
901
Asset Dedication LLC
California
$106K +$125K +994 New
GWM
902
Geneos Wealth Management
Colorado
$103K -$87K -693 -42%
BWA
903
BDO Wealth Advisors
Florida
$93K – – –
Bank Julius Baer & Co
904
Bank Julius Baer & Co
Switzerland
$91K -$5.52K -44 -5%
PO
905
Private Ocean
California
$91K – – –
MA
906
MUFG Americas
New York
$90K +$43.9K +350 +71%
EWA
907
EverSource Wealth Advisors
Alabama
$89K +$36.8K +293 +54%
CFFP
908
Center for Financial Planning
Michigan
$88K – – –
TCM
909
Tradewinds Capital Management
Washington
$86K – – –
AA
910
Alta Advisers
United Kingdom
$86K +$100K +800 New
EWM
911
Endurance Wealth Management
Rhode Island
$86K +$100K +800 New
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$83K +$11.3K +90 +13%
AIC
913
Archer Investment Corporation
Indiana
$82.2K – – –
LWANC
914
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K – – –
LC
915
Lindbrook Capital
California
$82K +$5.14K +41 +6%
AF
916
Allworth Financial
California
$81K -$13.8K -110 -13%
BTI
917
Blue Trust Inc
Georgia
$81K +$62.4K +497 +179%
BONH
918
Bank of New Hampshire
New Hampshire
$79K – – –
IBOK
919
Independence Bank of Kentucky
Kentucky
$74K – – –
NSB
920
Norway Savings Bank
Maine
$70K – – –
PA
921
PSI Advisors
Florida
$69K – – –
FFC
922
First Financial Corp
Indiana
$67K -$1.63K -13 -2%
OC
923
Oakworth Capital
Alabama
$67K – – –
LF
924
Lee Financial
Texas
$66K – – –
BWM
925
Baystate Wealth Management
Massachusetts
$65K +$251 +2 +0.3%