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Name Holding Trade Value Shares
Change
Change in
Stake
BG
451
Bollard Group
Massachusetts
$78K +$1.98K +38 +3%
SWM
452
Sugarloaf Wealth Management
Georgia
$77K
FPFS
453
First Personal Financial Services
North Carolina
$74K -$47.5K -910 -39%
FPS
454
Fieldpoint Private Securities
Connecticut
$73K +$3.65K +70 +5%
SFSIG
455
San Francisco Sentry Investment Group
California
$73K +$9.91K +190 +16%
RDWM
456
Red Door Wealth Management
Tennessee
$72K +$72.3K +1,385 New
AF
457
Advisornet Financial
Minnesota
$68K
KTC
458
Kistler-Tiffany Companies
Pennsylvania
$68K
AF
459
Allworth Financial
California
$67K +$20.2K +388 +44%
AIM
460
Anchor Investment Management
South Carolina
$63.2K
PWA
461
Phoenix Wealth Advisors
North Carolina
$63K
SIM
462
Sonora Investment Management
Arizona
$63K
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K
WP
464
WealthShield Partners
North Carolina
$60K
LWM
465
Liberty Wealth Management
California
$54K -$26.5K -508 -33%
FGAM
466
Financial Gravity Asset Management
Texas
$53K
WB
467
Webster Bank
Connecticut
$53K
WTC
468
WhitTier Trust Company
Nevada
$53K
EWA
469
Evolution Wealth Advisors
Florida
$49K
GEA
470
Glen Eagle Advisors
New Jersey
$48.2K -$36.5K -700 -43%
GWSG
471
GPS Wealth Strategies Group
Colorado
$48K
CCA
472
Column Capital Advisors
Indiana
$48K +$3.13K +60 +7%
GFPC
473
Global Financial Private Client
Florida
$47.3K
TAIM
474
TD Ameritrade Investment Management
Nebraska
$47K -$5.79K -111 -11%
BCA
475
Berman Capital Advisors
Georgia
$47K +$1.15K +22 +3%