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Name Holding Trade Value Shares
Change
Change in
Stake
Advisors Asset Management
201
Advisors Asset Management
Colorado
$38.9K -$5.33K -92 -13%
SWA
202
Sutton Wealth Advisors
Florida
$34.2K +$522 +9 +2%
Geneos Wealth Management
203
Geneos Wealth Management
Colorado
$30K -$17.4K -300 -39%
RE
204
RBC Europe
United Kingdom
$20.2K – – –
Steward Partners Investment Advisory
205
Steward Partners Investment Advisory
New York
$20K -$3.19K -55 -15%
RWA
206
Ropes Wealth Advisors
Massachusetts
$19K – – –
SWM
207
Sugarloaf Wealth Management
Georgia
$19K – – –
TCOV
208
Trust Company of Vermont
Vermont
$19K – – –
Valeo Financial Advisors
209
Valeo Financial Advisors
Indiana
$18K -$232 -4 -1%
Washington Trust
210
Washington Trust
Rhode Island
$15K – – –
Bank Julius Baer & Co
211
Bank Julius Baer & Co
Switzerland
$15K +$13.8K +238 New
AP
212
Atwood & Palmer
Missouri
$13K – – –
GAM
213
Gemmer Asset Management
California
$12K – – –
FCA
214
FinTrust Capital Advisors
South Carolina
$12K +$8.64K +149 +363%
PB
215
Pinnacle Bancorp
Nebraska
$9K – – –
TCI Wealth Advisors
216
TCI Wealth Advisors
Arizona
$8K – – –
PCG
217
Private Capital Group
Connecticut
$8K +$174 +3 +2%
EWM
218
Edge Wealth Management
New York
$8K +$1.16K +20 +20%
FP
219
Fiduciary Planning
Florida
$8K +$7.54K +130 New
F
220
F3Logic
Minnesota
$6.45K +$5.8K +100 New
Arax Advisory Partners
221
Arax Advisory Partners
Colorado
$6K – – –
BWM
222
Baystate Wealth Management
Massachusetts
$6K – – –
RIM
223
Rockbridge Investment Management
New York
$6K – – –
TC
224
Trust Company
Kansas
$6K – – –
GEA
225
Glen Eagle Advisors
New Jersey
$4.84K – – –