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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$98K -$52.5K -1,088 -38%
HI
402
Hudock Inc
Pennsylvania
$93K
EDRH
403
Edmond de Rothschild Holding
Switzerland
$92K -$108K -2,232 -57%
BBHC
404
Brown Brothers Harriman & Co
New York
$84K
BWA
405
BDO Wealth Advisors
Florida
$71K
SO
406
STRS Ohio
Ohio
$70K -$1.24M -25,600 -95%
HCP
407
Hexagon Capital Partners
Arkansas
$70K +$60.8K +1,260 New
CFFP
408
Center for Financial Planning
Michigan
$61K
FGAM
409
Financial Gravity Asset Management
Texas
$56K
PCTC
410
Perkins Coie Trust Company
Washington
$56K
CC
411
Cypress Capital
Tennessee
$56K +$48.9K +1,012 New
PCM
412
Penserra Capital Management
California
$55K +$30.4K +630 +165%
NFSG
413
Newbridge Financial Services Group
Florida
$45K +$29K +600 +300%
SAM
414
Shell Asset Management
Netherlands
$44K
IA
415
IFP Advisors
Florida
$42K -$2.99K -62 -8%
TFM
416
TFC Financial Management
Massachusetts
$42K +$36.2K +750 New
T
417
TOBAM
France
$38K
FIA
418
FNY Investment Advisers
New York
$37K +$32.6K +675 New
RCA
419
Ranch Capital Advisors
Florida
$34K -$30.2K -625 Closed
RMC
420
Resources Management Corp
Connecticut
$32K +$28K +580 New
AF
421
Advisornet Financial
Minnesota
$31K -$7K -145 -21%
VCM
422
Vigilant Capital Management
Maine
$28K
WBC
423
West Branch Capital
Massachusetts
$28K +$24.1K +499 New
CFGS
424
Concourse Financial Group Securities
Alabama
$28K +$24.1K +500 New
HI
425
Harbour Investments
Wisconsin
$27K -$6.04K -125 -21%