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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
SeaCrest Wealth Management
New York
$15K +$16.6K +78 New
CI
652
CX Institutional
Indiana
$14K +$15.6K +73 New
TCWA
653
Ten Capital Wealth Advisors
Washington
$12K
ACA
654
Atlas Capital Advisors
Wyoming
$11K
UB
655
UMB Bank
Missouri
$11K
PTC
656
Private Trust Company
Ohio
$11K +$11.7K +55 New
TFS
657
TrustCore Financial Services
Tennessee
$10K
JWA
658
JFS Wealth Advisors
Pennsylvania
$10K +$4.26K +20 +63%
FCMT
659
Founders Capital Management (Texas)
Texas
$10K +$11.3K +53 New
HFM
660
Harvest Fund Management
China
$9K
Loomis, Sayles & Company
661
Loomis, Sayles & Company
Massachusetts
$9K
QC
662
Quent Capital
New York
$9K
COCM
663
Charter Oak Capital Management
New Hampshire
$8K
WAM
664
WFA Asset Management
Wisconsin
$6.24K +$213 +1 +3%
APC
665
Aspire Private Capital
North Carolina
$6K
HCP
666
Hexagon Capital Partners
Arkansas
$6K
PWMG
667
Prestige Wealth Management Group
New Jersey
$6K
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.28K +6 +27%
EWA
669
EverSource Wealth Advisors
Alabama
$6K +$1.49K +7 +27%
FGAM
670
Financial Gravity Asset Management
Texas
$5.39K +$738K +3,466 +169%
KFS
671
Kelly Financial Services
Massachusetts
$5.12K
BBHC
672
Brown Brothers Harriman & Co
New York
$5K -$43.5K -204 -89%
FF
673
FourThought Financial
Florida
$5K -$1.06K -5 -17%
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
VCM
675
Versant Capital Management
Arizona
$5K