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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
SOA Wealth Advisors
New York
$26K +$24.1K +300 New
BDWM
402
Brewin Dolphin Wealth Management
Ireland
$25.2K
CCM
403
Covington Capital Management
California
$24K +$13.5K +168 +168%
RCA
404
Ranch Capital Advisors
Florida
$22K
BFC
405
Bedel Financial Consulting
Indiana
$22K +$3.21K +40 +20%
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$22K +$20.1K +250 New
SSB
407
Sandy Spring Bank
Maryland
$21K
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$20K
TFS
409
TrustCore Financial Services
Tennessee
$20K
WLPWM
410
Walled Lake Planning & Wealth Management
Illinois
$20K
EIP
411
Ellis Investment Partners
Pennsylvania
$19K +$17.5K +218 New
PA
412
Perennial Advisors
New York
$18K
SIS
413
Sound Income Strategies
Florida
$18K
SIM
414
Sonora Investment Management
Arizona
$18K +$6.26K +78 +62%
GCM
415
Gables Capital Management
Florida
$18K +$16.1K +200 New
AA
416
Ancora Advisors
Ohio
$18K +$16.4K +204 New
FPS
417
Fieldpoint Private Securities
Connecticut
$17K
GAM
418
Gemmer Asset Management
California
$17K
JFGIW
419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$13.3K +165 New
EW
420
Evoke Wealth
California
$14K -$402 -5 -3%
BWP
421
Baldwin Wealth Partners
Massachusetts
$13K
SFP
422
Sterling Financial Planning
New Jersey
$13K
SCA
423
Stonebridge Capital Advisors
Minnesota
$13K
WFA
424
Wells Financial Advisors
Massachusetts
$13K
AFG
425
Albion Financial Group
Utah
$13K +$12K +150 New