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Name Holding Trade Value Shares
Change
Change in
Stake
LF
401
Lee Financial
Texas
$32K
TFA
402
Toth Financial Advisory
Virginia
$29K -$25.4K -1,050 -45%
HIIFS
403
Harel Insurance Investments & Financial Services
Israel
$29K -$4.96K -205 -13%
SWM
404
SeaCrest Wealth Management
New York
$28K
HNB
405
Huntington National Bank
Ohio
$26K
SIM
406
Sonora Investment Management
Arizona
$26K
ACS
407
Archford Capital Strategies
Illinois
$26K +$19.9K +825 +251%
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$22K -$870 -36 -3%
WA
409
WealthTrust-Arizona
Arizona
$22K
AWM
410
AllSquare Wealth Management
New York
$22K +$24.2K +1,000 New
GBBWRPM
411
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K +$24.2K +1,000 New
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$18K -$2.32K -96 -10%
SSB
413
Sandy Spring Bank
Maryland
$18K +$19.6K +810 New
FHA
414
Flagship Harbor Advisors
Massachusetts
$18K +$19.8K +817 New
RWA
415
River Wealth Advisors
Pennsylvania
$17K +$18.1K +750 New
CG
416
Cutler Group
California
$15K -$244K -10,076 -94%
MBT
417
Monroe Bank & Trust
Michigan
$14K
PCP
418
Proficio Capital Partners
Massachusetts
$14K
BCA
419
Bay Colony Advisors
Massachusetts
$13K +$14.1K +582 New
OIA
420
OneDigital Investment Advisors
Kansas
$12K +$677 +28 +6%
SMFS
421
Squar Milner Financial Services
California
$12K +$12.7K +525 New
BFEC
422
Benjamin F. Edwards & Company
Missouri
$11K -$12.1K -500 -50%
AIM
423
Advantage Investment Management
Iowa
$11K
BBHC
424
Brown Brothers Harriman & Co
New York
$11K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$11K +$218 +9 +2%