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Name Holding Trade Value Shares
Change
Change in
Stake
Eastern Bank
301
Eastern Bank
Massachusetts
$14.5K – – –
Capital Analysts LLC
302
Capital Analysts LLC
Pennsylvania
$14K – – –
Heritage Wealth Advisors
303
Heritage Wealth Advisors
Virginia
$13.8K – – –
Salem Investment Counselors
304
Salem Investment Counselors
North Carolina
$13.6K +$13.8K +400 New
MAI Capital Management
305
MAI Capital Management
Ohio
$11.8K +$1.58K +46 +15%
TF
306
Tompkins Financial
New York
$11.6K +$11.7K +340 New
SIS
307
Sound Income Strategies
Florida
$11K +$3.92K +114 +55%
TPWA
308
Twin Peaks Wealth Advisors
California
$10.1K +$10.3K +298 New
BFS
309
Bare Financial Services
Pennsylvania
$9.92K +$2.75K +80 +38%
Spire Wealth Management
310
Spire Wealth Management
Virginia
$9.07K +$103 +3 +1%
SignatureFD
311
SignatureFD
Georgia
$7.92K – – –
QL
312
Quarry LP
New York
$6.83K -$654 -19 -9%
TD Private Client Wealth
313
TD Private Client Wealth
New York
$6.8K – – –
Allworth Financial
314
Allworth Financial
California
$5.64K +$825 +24 +17%
Parallel Advisors
315
Parallel Advisors
California
$5.23K – – –
CT
316
Colonial Trust
South Carolina
$4.63K +$2.1K +61 +81%
KFAS
317
Keating Financial Advisory Services
Kansas
$4.38K +$3.13K +91 +239%
HNW
318
High Note Wealth
Minnesota
$4.32K – – –
PFBT
319
Parkside Financial Bank & Trust
Missouri
$4.28K -$688 -20 -14%
Bogart Wealth LLC
320
Bogart Wealth LLC
Virginia
$4.13K – – –
RFP
321
Root Financial Partners
California
$4.04K +$4.09K +119 New
ZBNA
322
Zions Bancorporation, National Association
Utah
$3.4K – – –
First Command Advisory Services
323
First Command Advisory Services
Texas
$3.4K +$3.44K +100 New
Farmers & Merchants Investments Inc
324
Farmers & Merchants Investments Inc
Nebraska
$2.21K – – –
BWA
325
Basecamp Wealth Advisors
Washington
$1.83K +$516 +15 +38%