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Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$31K -$7.63K -95 -22%
MA
402
Montag & Associates
Georgia
$31K +$28.1K +350 New
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$27K +$24.1K +300 New
SWA
404
SOA Wealth Advisors
New York
$26K +$24.1K +300 New
BDWM
405
Brewin Dolphin Wealth Management
Ireland
$25.2K – – –
CCM
406
Covington Capital Management
California
$24K +$13.5K +168 +168%
RCA
407
Ranch Capital Advisors
Florida
$22K – – –
BFC
408
Bedel Financial Consulting
Indiana
$22K +$3.21K +40 +20%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$22K +$20.1K +250 New
SSB
410
Sandy Spring Bank
Maryland
$21K – – –
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$20K – – –
TFS
412
TrustCore Financial Services
Tennessee
$20K – – –
WLPWM
413
Walled Lake Planning & Wealth Management
Illinois
$20K – – –
EIP
414
Ellis Investment Partners
Pennsylvania
$19K +$17.5K +218 New
PA
415
Perennial Advisors
New York
$18K – – –
SIS
416
Sound Income Strategies
Florida
$18K – – –
SIM
417
Sonora Investment Management
Arizona
$18K +$6.26K +78 +62%
GCM
418
Gables Capital Management
Florida
$18K +$16.1K +200 New
AA
419
Ancora Advisors
Ohio
$18K +$16.4K +204 New
FPS
420
Fieldpoint Private Securities
Connecticut
$17K – – –
GAM
421
Gemmer Asset Management
California
$17K – – –
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$13.3K +165 New
EW
423
Evoke Wealth
California
$14K -$402 -5 -3%
BWP
424
Baldwin Wealth Partners
Massachusetts
$13K – – –
SFP
425
Sterling Financial Planning
New Jersey
$13K – – –