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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
301
Sargent Bickham Lagudis
Colorado
$7K
SWM
302
Spire Wealth Management
Virginia
$7K
WT
303
Whittier Trust
California
$7K
BIA
304
Bell Investment Advisors
California
$6K +$6.68K +78 New
LC
305
Lindbrook Capital
California
$5K -$514 -6 -9%
GRP
306
Global Retirement Partners
California
$5K +$257 +3 +5%
JWA
307
JFS Wealth Advisors
Pennsylvania
$4K +$1.46K +17 +59%
Bessemer Group
308
Bessemer Group
New Jersey
$4K +$2.48K +29 +161%
CCA
309
Column Capital Advisors
Indiana
$3K
HWA
310
Heritage Wealth Advisors
Virginia
$3K
TCM
311
Tradewinds Capital Management
Washington
$3K
SWA
312
Sutton Wealth Advisors
Florida
$2.68K
ZB
313
Zions Bancorporation
Utah
$2K -$856 -10 -26%
BCMLT
314
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
FRA
315
Front Row Advisors
California
$2K
GI
316
Gradient Investments
Minnesota
$2K
HNB
317
Huntington National Bank
Ohio
$2K
LFG
318
Larson Financial Group
Missouri
$2K
STCOSD
319
Sageworth Trust Company of South Dakota
South Dakota
$2K
SCA
320
Stonebridge Capital Advisors
Minnesota
$2K
GWS
321
Glassman Wealth Services
Virginia
$2K +$342 +4 +22%
HCP
322
Hexagon Capital Partners
Arkansas
$2K +$1.97K +23 New
RWM
323
Raffa Wealth Management
District of Columbia
$1.79K
CAL
324
Capital Analysts LLC
Pennsylvania
$1K
CYG
325
Clean Yield Group
Vermont
$1K