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Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
426
Old Second National Bank of Aurora
Illinois
$45K – – –
RWA
427
Ropes Wealth Advisors
Massachusetts
$44K +$11.2K +430 +41%
DWM
428
Doyle Wealth Management
Florida
$44K +$38.5K +1,480 New
TIM
429
Tortoise Investment Management
New York
$42K – – –
AP
430
Advisors Preferred
Maryland
$39K +$33.3K +1,280 New
WCG
431
Weaver Consulting Group
California
$38K -$13K -500 -29%
AG
432
Aperio Group
California
$37K +$32K +1,230 New
S
433
SignatureFD
Georgia
$36K -$13K -500 -29%
GI
434
Gradient Investments
Minnesota
$36K +$5.47K +210 +21%
BFC
435
Bedel Financial Consulting
Indiana
$35K – – –
TCOV
436
Trust Company of Vermont
Vermont
$30K -$52.1K -2,000 -67%
ADL
437
Asset Dedication LLC
California
$30K – – –
HCM
438
Horrell Capital Management
Arkansas
$30K – – –
TFA
439
Toth Financial Advisory
Virginia
$30K – – –
PCG
440
Private Capital Group
Connecticut
$29K – – –
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$28K +$6.77K +260 +38%
FCA
442
FinTrust Capital Advisors
South Carolina
$26K -$521 -20 -2%
HGWM
443
Harvest Group Wealth Management
Massachusetts
$24K +$2.6K +100 +14%
Credit Agricole
444
Credit Agricole
France
$23K +$19.5K +750 New
SWP
445
Strategic Wealth Partners
Ohio
$22K -$59.9K -2,300 -75%
CFD
446
Creative Financial Designs
Indiana
$22K – – –
HPC
447
HM Payson & Co
Maine
$22K +$18.7K +720 New
CBOA
448
Commonwealth Bank of Australia
Australia
$18K -$4.95K -190 -24%
RWA
449
Redhawk Wealth Advisors
Minnesota
$17K +$14.8K +570 New
BWM
450
BerganKDV Wealth Management
Minnesota
$15K – – –