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Name Holding Trade Value Shares
Change
Change in
Stake
APA
326
American Portfolios Advisors
New York
$38.9K +$3.43K +400 +10%
IWP
327
Icon Wealth Partners
Texas
$38K +$37.7K +4,400 New
SCM
328
Shelton Capital Management
Colorado
$35.5K -$301K -35,193 -99%
ClearBridge Investments
329
ClearBridge Investments
New York
$34K -$146 -17 -0.4%
CA
330
Crewe Advisors
Utah
$31K
HDIM
331
Hanson & Doremus Investment Management
Vermont
$28K -$5.91K -690 -18%
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K -$1.79K -209 -6%
WEC
333
Winslow Evans & Crocker
Massachusetts
$28K
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$8.57K -1,000 -25%
NFG
335
Next Financial Group
Texas
$26K -$13.8K -1,613 -35%
NFH
336
NEXT Financial Holdings
Texas
$26K +$26K +3,040 New
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$24K +$23.2K +2,711 New
AP
338
Atwood & Palmer
Missouri
$22K
HFM
339
Hartford Financial Management
Connecticut
$22K
IWA
340
Intercontinental Wealth Advisors
Texas
$21K
SMFS
341
Squar Milner Financial Services
California
$20K -$291 -34 -1%
CAGAS
342
Capital Advisory Group Advisory Services
Minnesota
$20K
AOWM
343
Alpha Omega Wealth Management
Virginia
$19K
RFC
344
Regions Financial Corp
Alabama
$19K
SFG
345
SevenBridge Financial Group
Pennsylvania
$19K
LC
346
Lindbrook Capital
California
$19K +$6.85K +800 +55%
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$18K -$3.13K -365 -15%
BC
348
Barnett & Company
Tennessee
$17K +$8.57K +1,000 +100%
PA
349
Parallel Advisors
California
$17K +$16.9K +1,974 New
BCA
350
Berman Capital Advisors
Georgia
$15K +$13K +1,512 +598%