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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
OneDigital Investment Advisors
Kansas
$15K +$7.29K +500 +100%
TA
227
Townsend & Associates
Colorado
$15K +$14.6K +1,000 New
WEC
228
Winslow Evans & Crocker
Massachusetts
$14.6K – – –
OC
229
Oakworth Capital
Alabama
$14K – – –
FWM
230
Focused Wealth Management
New York
$12K -$7.36K -505 -38%
OFW
231
Omnia Family Wealth
Florida
$12K – – –
FA
232
Fortis Advisors
Pennsylvania
$12K +$11.8K +807 New
FANJ
233
Financial Architects (New Jersey)
New Jersey
$11K -$14.6K -1,000 -57%
KF
234
Krilogy Financial
Missouri
$10K -$3.94K -270 -28%
LWCFA
235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$2.92K +200 +40%
WT
237
Whittier Trust
California
$9K – – –
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$8.39K – – –
GI
239
Gradient Investments
Minnesota
$8K +$7.65K +525 New
CFG
240
CKW Financial Group
Hawaii
$7K – – –
CCMW
241
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
AP
242
Arlington Partners
Alabama
$7K +$7.29K +500 New
WA
243
WealthTrust-Arizona
Arizona
$7K +$7.29K +500 New
TCM
244
Tradewinds Capital Management
Washington
$6K – – –
WWM
245
Willingdon Wealth Management
North Carolina
$6K – – –
LCM
246
Liberty Capital Management
Michigan
$5K – – –
RIA
247
RPG Investment Advisory
California
$5K – – –
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
MCM
249
Manchester Capital Management
Vermont
$5K +$1.91K +131 +64%
WIM
250
Westside Investment Management
California
$4.92K – – –