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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K +$33K +771 +575%
PWMG
402
Prestige Wealth Management Group
New Jersey
$38K -$2.27K -53 -6%
CAL
403
Capital Advisors Ltd
Ohio
$38K – – –
CAC
404
Certified Advisory Corp
Florida
$38K – – –
HR
405
Howe & Rusling
New York
$38K +$36.8K +860 New
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$37K -$7.92K -185 -18%
AWM
407
Aevitas Wealth Management
Massachusetts
$35K -$34.3K -800 -50%
Cullen/Frost Bankers
408
Cullen/Frost Bankers
Texas
$35K +$34.1K +797 New
NL
409
NKCFO LLC
Illinois
$35K +$34.3K +800 New
Balentine LLC
410
Balentine LLC
Georgia
$32K -$17K -398 -35%
EWM
411
Executive Wealth Management
Michigan
$32K -$2.06K -48 -6%
Whittier Trust
412
Whittier Trust
California
$31K -$20.8K -485 -41%
ESB
413
Essex Savings Bank
Connecticut
$31K – – –
MFBTD
414
MB Financial Bank - Trust Department
Illinois
$31K – – –
AIA
415
Alera Investment Advisors
Illinois
$27K -$6.77K -158 -21%
DAM
416
Delta Asset Management
Tennessee
$27K – – –
MAM
417
Meeder Asset Management
Ohio
$27K – – –
FCA
418
FinTrust Capital Advisors
South Carolina
$25K -$17.1K -399 -42%
LWM
419
Lenox Wealth Management
Ohio
$25K +$1.16K +27 +5%
Allworth Financial
420
Allworth Financial
California
$25K +$6.68K +156 +39%
AWM
421
AllSquare Wealth Management
New York
$24K – – –
JIR
422
James Investment Research
Ohio
$24K – – –
CFA
423
Camarda Financial Advisors
Florida
$24K +$23.1K +539 New
MUFG Americas
424
MUFG Americas
New York
$23K – – –
GSWM
425
Golden State Wealth Management
California
$23K +$22K +514 New