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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
326
Geneos Wealth Management
Colorado
$79K +$9.9K +650 +16%
AIG
327
American International Group
New York
$79K +$73.1K +4,800 New
GSC
328
G&S Capital
Colorado
$74K – – –
JWBC
329
John W. Bristol & Co
New York
$68K -$23.5M -1,541,030 -100%
JA
330
JOYN Advisors
Georgia
$66K -$2.13K -140 -3%
CCM
331
Covington Capital Management
California
$66K +$19K +1,250 +45%
MWPCG
332
Measured Wealth Private Client Group
New Hampshire
$66K +$60.9K +4,000 New
CLM
333
ClearBridge LLC (Maryland)
Maryland
$65K +$59.9K +3,930 New
SPIA
334
Steward Partners Investment Advisory
New York
$64K -$13.7K -900 -19%
CI
335
CX Institutional
Indiana
$57K – – –
HFM
336
Harvest Fund Management
China
$57K +$53K +3,480 New
BFEC
337
Benjamin F. Edwards & Company
Missouri
$52K +$17.4K +1,140 +57%
TL
338
TrueWealth LLC
Georgia
$49K – – –
PAMG
339
Patton Albertson Miller Group
Tennessee
$44K +$54.8K +3,600 New
CFGS
340
Concourse Financial Group Securities
Alabama
$39K +$36.3K +2,380 New
CFG
341
CKW Financial Group
Hawaii
$38K +$35.3K +2,320 New
NFG
342
Next Financial Group
Texas
$36K +$33.1K +2,170 New
ME
343
McIlrath & Eck
Washington
$35K – – –
TCM
344
Tradewinds Capital Management
Washington
$33K -$305 -20 -1%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
PCG
346
Private Capital Group
Connecticut
$32K – – –
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$30K -$7.62K -500 -22%
LFG
348
LifePlan Financial Group
Ohio
$27K – – –
RFA
349
Reilly Financial Advisors
California
$26K +$1.07K +70 +5%
FA
350
Fortis Advisors
Pennsylvania
$25K – – –