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Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Crewe Advisors
Utah
$23K
BFEC
302
Benjamin F. Edwards & Company
Missouri
$22K -$21.4K -2,883 -46%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$2.96K +399 +13%
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
WEC
305
Winslow Evans & Crocker
Massachusetts
$20K
HDIM
306
Hanson & Doremus Investment Management
Vermont
$19K -$1.41K -190 -6%
AP
307
Atwood & Palmer
Missouri
$16K
HFM
308
Hartford Financial Management
Connecticut
$16K
IWA
309
Intercontinental Wealth Advisors
Texas
$16K
SMFS
310
Squar Milner Financial Services
California
$15K
AOWM
311
Alpha Omega Wealth Management
Virginia
$14K
CAGAS
312
Capital Advisory Group Advisory Services
Minnesota
$14K
LC
313
Lindbrook Capital
California
$13K -$884 -119 -5%
BC
314
Barnett & Company
Tennessee
$13K
DWM
315
Doyle Wealth Management
Florida
$13K +$14.9K +2,000 New
OIA
316
Optimum Investment Advisors
Illinois
$11K +$1.86K +250 +18%
BCA
317
Berman Capital Advisors
Georgia
$10K -$1.26K -170 -10%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$10K
CLOS
319
Compagnie Lombard Odier SCmA
Switzerland
$9K -$37.1K -5,000 -78%
OIA
320
OneDigital Investment Advisors
Kansas
$9K +$334 +45 +3%
AIM
321
Advantage Investment Management
Iowa
$8K
AF
322
Allworth Financial
California
$8K
FCMT
323
Founders Capital Management (Texas)
Texas
$8K
NIM
324
NuWave Investment Management
New Jersey
$8K +$1.2K +161 +16%
RA
325
Rational Advisors
New York
$8K +$1.2K +161 +16%