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Name Holding Trade Value Shares
Change
Change in
Stake
LC
751
Lindbrook Capital
California
$22K – – –
MLFP
752
MPS Loria Financial Planners
Illinois
$22K +$18.4K +405 +900%
ZB
753
Zions Bancorporation
Utah
$21K -$2.18K -48 -10%
CCM
754
Covington Capital Management
California
$21K +$591 +13 +3%
CT
755
Caldwell Trust
Florida
$20.3K – – –
CB
756
Community Bank
New York
$20K – – –
MSFP
757
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
SCM
758
Silvant Capital Management
Georgia
$20K – – –
PO
759
Private Ocean
California
$20K +$17.9K +394 New
CG
760
Cutler Group
California
$20K +$18.2K +400 New
KFS
761
Kelly Financial Services
Massachusetts
$20K – – –
FRA
762
Front Row Advisors
California
$19K -$863 -19 -5%
KTC
763
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
Loomis, Sayles & Company
764
Loomis, Sayles & Company
Massachusetts
$19K – – –
1IA
765
1834 Investment Advisors
Wisconsin
$18K – – –
CFN
766
Cordasco Financial Network
Florida
$15K – – –
IWP
767
IAG Wealth Partners
Wisconsin
$15K +$13.4K +295 New
ETC
768
Exchange Traded Concepts
Oklahoma
$15K +$13.7K +301 New
EI
769
Ellevest Inc
New York
$14K -$2.82K -62 -18%
HIA
770
Harbor Investment Advisory
Maryland
$14K -$2.5K -55 -17%
LWA
771
Lenox Wealth Advisors
New York
$14K – – –
RA
772
Resolute Advisors
California
$14K +$12.8K +282 New
SLF
773
Sun Life Financial
Ontario, Canada
$13K -$318 -7 -3%
MF
774
Manchester Financial
California
$13K -$182 -4 -2%
AW
775
Avion Wealth
Texas
$13K – – –