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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
601
HC Financial Advisors
California
$48K – – –
BFEC
602
Benjamin F. Edwards & Company
Missouri
$45K +$3.55K +63 +8%
SOW
603
State of Wyoming
Wyoming
$44K +$45.6K +809 New
PFBT
604
Parkside Financial Bank & Trust
Missouri
$43K -$619 -11 -1%
SSB
605
Sandy Spring Bank
Maryland
$42K -$2.87K -51 -6%
GWS
606
Glassman Wealth Services
Virginia
$41K +$3.83K +68 +10%
PCG
607
Private Capital Group
Connecticut
$39K – – –
SIC
608
Salem Investment Counselors
North Carolina
$37K – – –
IA
609
IFP Advisors
Florida
$35K – – –
SC
610
Seldon Capital
California
$35K – – –
HI
611
Harbour Investments
Wisconsin
$35K +$35.5K +630 New
CFO
612
CVA Family Office
Colorado
$34K – – –
LS
613
Livforsakringsbolaget Skandia
Sweden
$32K – – –
AIM
614
Achmea Investment Management
Netherlands
$31K – – –
SN
615
Sittner & Nelson
Oregon
$29K – – –
TCOV
616
Trust Company of Vermont
Vermont
$28K +$29.1K +516 New
HNWAG
617
High Net Worth Advisory Group
Florida
$27K – – –
EWA
618
EverSource Wealth Advisors
Alabama
$26K +$338 +6 +1%
SJIA
619
St. James Investment Advisors
New York
$25K -$25.8K -458 -50%
DA
620
Denali Advisors
California
$25K – – –
EARNEST Partners
621
EARNEST Partners
Georgia
$25K – – –
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$25K +$4.73K +84 +23%
MS
623
Marshall & Sullivan
Washington
$24K +$25.3K +450 New
CCA
624
Catalyst Capital Advisors
New York
$23K +$3.21K +57 +16%
CA
625
CoreCap Advisors
Michigan
$23K +$23.6K +419 New