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Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
201
Heritage Wealth Management (Arizona)
Arizona
$20K -$373 -23 -2%
SWA
202
SOA Wealth Advisors
New York
$19K
CS
203
Credit Suisse
Switzerland
$18K -$35K -2,155 -61%
Barclays
204
Barclays
United Kingdom
$18K +$21.5K +1,323 +1,284%
AF
205
Allworth Financial
California
$17K -$2.19K -135 -10%
FWM
206
Focused Wealth Management
New York
$16K
PA
207
PSI Advisors
Florida
$16K
UB
208
UMB Bank
Missouri
$16K +$1.17K +72 +6%
HNB
209
Huntington National Bank
Ohio
$16K +$4.72K +291 +33%
SC
210
Seldon Capital
California
$15K
MA
211
Montag & Associates
Georgia
$15K +$18.6K +1,145 New
HGERS
212
Householder Group Estate & Retirement Specialist
Arizona
$15K +$19.6K +1,209 New
WTA
213
Washington Trust Advisors
Massachusetts
$14K
CFB
214
Cullen/Frost Bankers
Texas
$14K +$13K +798 +271%
PAM
215
Paradigm Asset Management
New York
$13.9K +$17.1K +1,051 New
POIA
216
Pin Oak Investment Advisors
Texas
$13K
BCWM
217
Bartlett & Co Wealth Management
Ohio
$12.3K -$3.64K -224 -19%
APA
218
American Portfolios Advisors
New York
$12.2K -$29.3K -1,805 -66%
BC
219
Bartlett & Co
Ohio
$12K -$3.64K -224 -19%
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
SWM
221
Selective Wealth Management
Virginia
$12K
PTC
222
Private Trust Company
Ohio
$9K +$4.08K +251 +58%
HCP
223
Hexagon Capital Partners
Arkansas
$9K +$7.86K +484 +286%
DWP
224
Destiny Wealth Partners
Florida
$8K
PB
225
Pinnacle Bancorp
Nebraska
$8K +$2.48K +153 +35%