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Name Holding Trade Value Shares
Change
Change in
Stake
TL
251
TrueWealth LLC
Georgia
$31K +$29.8K +3,465 New
RE
252
RBC Europe
United Kingdom
$29.2K
GWM
253
Geneos Wealth Management
Colorado
$29K
OIA
254
OneDigital Investment Advisors
Kansas
$28K
PFA
255
Pathway Financial Advisors
Vermont
$28K +$27.1K +3,160 New
HR
256
Howe & Rusling
New York
$27K
SWP
257
Stratos Wealth Partners
Ohio
$27K +$26.2K +3,055 New
WT
258
Whittier Trust
California
$26K +$4.42K +515 +22%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$24K +$22.8K +2,650 New
AFNAS
260
American Financial Network Advisory Services
California
$23K
TCOV
261
Trust Company of Vermont
Vermont
$23K
GBT
262
Grove Bank & Trust
Florida
$22K -$51.5K -6,000 -71%
LIA
263
LS Investment Advisors
Michigan
$22K
TRCT
264
Tower Research Capital (TRC)
New York
$22K +$12.9K +1,500 +150%
FCB
265
First Command Bank
Texas
$21K
FCFS
266
First Command Financial Services
Texas
$21K
HNB
267
Huntington National Bank
Ohio
$21K +$19.9K +2,320 New
TWA
268
TCI Wealth Advisors
Arizona
$20K
LFA
269
Legacy Financial Advisors
Kentucky
$20K +$19.4K +2,255 New
LWA
270
Lenox Wealth Advisors
New York
$19K +$17.9K +2,085 New
PWM
271
Perigon Wealth Management
California
$18K
WA
272
Winfield Associates
Ohio
$18K +$644 +75 +4%
HIM
273
Hillsdale Investment Management
Ontario, Canada
$18K +$17.2K +2,000 New
SPI
274
Santori & Peters Inc
Pennsylvania
$17K +$15.7K +1,830 New
CHP
275
Cable Hill Partners
Oregon
$16K -$5.07K -590 -26%