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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
401
Piedmont Investment Advisors
North Carolina
$37K -$488K -20,169 -92%
FRA
402
Front Row Advisors
California
$36K – – –
TDC
403
Thompson Davis & Co
Virginia
$33K -$6.04K -250 -14%
LF
404
Lee Financial
Texas
$32K – – –
TFA
405
Toth Financial Advisory
Virginia
$29K -$25.4K -1,050 -45%
HIIFS
406
Harel Insurance Investments & Financial Services
Israel
$29K -$4.96K -205 -13%
SWM
407
SeaCrest Wealth Management
New York
$28K – – –
HNB
408
Huntington National Bank
Ohio
$26K – – –
SIM
409
Sonora Investment Management
Arizona
$26K – – –
ACS
410
Archford Capital Strategies
Illinois
$26K +$19.9K +825 +251%
WAM
411
Wealthspire Advisors (Maryland)
Maryland
$22K -$870 -36 -3%
WA
412
WealthTrust-Arizona
Arizona
$22K – – –
AWM
413
AllSquare Wealth Management
New York
$22K +$24.2K +1,000 New
GBBWRPM
414
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K +$24.2K +1,000 New
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$18K -$2.32K -96 -10%
SSB
416
Sandy Spring Bank
Maryland
$18K +$19.6K +810 New
FHA
417
Flagship Harbor Advisors
Massachusetts
$18K +$19.8K +817 New
RWA
418
River Wealth Advisors
Pennsylvania
$17K +$18.1K +750 New
CG
419
Cutler Group
California
$15K -$244K -10,076 -94%
MBT
420
Monroe Bank & Trust
Michigan
$14K – – –
PCP
421
Proficio Capital Partners
Massachusetts
$14K – – –
BCA
422
Bay Colony Advisors
Massachusetts
$13K +$14.1K +582 New
OIA
423
OneDigital Investment Advisors
Kansas
$12K +$677 +28 +6%
SMFS
424
Squar Milner Financial Services
California
$12K +$12.7K +525 New
BFEC
425
Benjamin F. Edwards & Company
Missouri
$11K -$12.1K -500 -50%