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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Strategic Wealth Partners
Ohio
$51K -$3.71K -84 -7%
LC
402
Lavaca Capital
Texas
$51K +$51.5K +1,168 New
ONST
403
Old North State Trust
North Carolina
$49K -$1.32K -30 -3%
BL
404
Balentine LLC
Georgia
$49K +$32.7K +741 +193%
GRP
405
Global Retirement Partners
California
$45K +$37K +840 +420%
LWM
406
Liberty Wealth Management
California
$45K +$46.5K +1,055 New
Toronto Dominion Bank
407
Toronto Dominion Bank
Ontario, Canada
$44K -$14.2K -321 -24%
BCA
408
Berman Capital Advisors
Georgia
$44K +$45.6K +1,034 New
BCWM
409
Bartlett & Co Wealth Management
Ohio
$43.4K – – –
AIM
410
Arcadia Investment Management
Michigan
$43K – – –
BC
411
Bartlett & Co
Ohio
$43K – – –
CFGS
412
Concourse Financial Group Securities
Alabama
$43K +$22.1K +500 +100%
FCA
413
FinTrust Capital Advisors
South Carolina
$42K +$42.1K +955 New
AF
414
Advisornet Financial
Minnesota
$41K -$3.53K -80 -8%
AIC
415
Ameritas Investment Company
Nebraska
$40K +$40.4K +917 New
PWMG
416
Prestige Wealth Management Group
New Jersey
$39K +$39.8K +903 New
CAC
417
Certified Advisory Corp
Florida
$38K – – –
CAL
418
Capital Advisors Ltd
Ohio
$37K – – –
CAW
419
Cornerstone Advisors (Washington)
Washington
$35K +$7.14K +162 +25%
EWM
420
Executive Wealth Management
Michigan
$34K +$34.2K +775 New
AIA
421
Alera Investment Advisors
Illinois
$33K +$33.6K +762 New
CC
422
Claybrook Capital
Massachusetts
$31K +$31K +704 New
WDL
423
Well Done LLC
Michigan
$31K +$31K +704 New
MFBTD
424
MB Financial Bank - Trust Department
Illinois
$30K – – –
ESB
425
Essex Savings Bank
Connecticut
$30K +$30.9K +700 New