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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$24K
BW
302
Bison Wealth
Georgia
$23K
WT
303
Whittier Trust
California
$23K +$22.5K +504 New
EI
304
Ellevest Inc
New York
$19K -$2.45K -55 -11%
IA
305
IFP Advisors
Florida
$19K -$1.25K -28 -6%
LWM
306
Liberty Wealth Management
California
$19K +$3.57K +80 +26%
Bessemer Group
307
Bessemer Group
New Jersey
$15K
LWA
308
Lenox Wealth Advisors
New York
$13K
SSB
309
Sandy Spring Bank
Maryland
$13K
AF
310
Allworth Financial
California
$13K +$12.3K +276 New
HPC
311
HM Payson & Co
Maine
$13K +$13.2K +297 New
HCP
312
Hexagon Capital Partners
Arkansas
$9K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$401 +9 +9%
DA
314
Denali Advisors
California
$5K +$1.74K +39 +52%
GPA
315
Guidance Point Advisors
Massachusetts
$5K +$5.84K +131 New
CWC
316
Carolinas Wealth Consulting
North Carolina
$4K
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
NFG
318
Next Financial Group
Texas
$3K
ACM
319
AUA Capital Management
Pennsylvania
$2K
CAM
320
ClariVest Asset Management
California
$2K
PWMG
321
Prestige Wealth Management Group
New Jersey
$2K
WT
322
Washington Trust
Rhode Island
$2K
GWS
323
Glassman Wealth Services
Virginia
$2K +$981 +22 +157%
TPCW
324
TD Private Client Wealth
New York
$1.29K
WPA
325
West Paces Advisors
Georgia
$1.02K