Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$37K – – –
IBOK
252
Independence Bank of Kentucky
Kentucky
$36K – – –
OIA
253
Optimum Investment Advisors
Illinois
$36K – – –
SIAS
254
Shine Investment Advisory Services
Colorado
$36K – – –
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
TPWA
256
TRUE Private Wealth Advisors
Oregon
$32K – – –
CYG
257
Clean Yield Group
Vermont
$31K – – –
TSW
258
Thompson Siegel & Walmsley
Virginia
$31K – – –
BWA
259
Burt Wealth Advisors
Maryland
$30K – – –
FP
260
Financial Perspectives
Minnesota
$29.4K – – –
EWP
261
Engrave Wealth Partners
Texas
$29K – – –
CWP
262
CFM Wealth Partners
Texas
$29K +$32.3K +242 New
AF
263
Advisornet Financial
Minnesota
$27K +$2.4K +18 +9%
AIP
264
Ameritas Investment Partners
Nebraska
$26K – – –
EDRH
265
Edmond de Rothschild Holding
Switzerland
$26K – – –
DOA
266
D'Orazio & Associates
Virginia
$24K – – –
PFBT
267
Parkside Financial Bank & Trust
Missouri
$24K – – –
SF
268
Synovus Financial
Georgia
$24K +$7.48K +56 +39%
BWA
269
BDO Wealth Advisors
Florida
$24K +$13.3K +100 +100%
JWA
270
JFS Wealth Advisors
Pennsylvania
$22K – – –
HDIM
271
Hanson & Doremus Investment Management
Vermont
$21K +$23.4K +175 New
CT
272
Caldwell Trust
Florida
$21K – – –
IA
273
IFP Advisors
Florida
$20K -$23.4K -175 -53%
SBL
274
Sargent Bickham Lagudis
Colorado
$20K – – –
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$19K -$11.9K -89 -36%