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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
276
Financial Gravity Asset Management
Texas
$46K +$47.4K +354 New
BDWM
277
Brewin Dolphin Wealth Management
Ireland
$45.6K
LWA
278
Lenox Wealth Advisors
New York
$45K +$27.3K +204 +141%
BFC
279
Bedel Financial Consulting
Indiana
$45K +$46.2K +345 New
LFA
280
Legacy Financial Advisors
Kentucky
$43K +$1.21K +9 +3%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$39K -$6.7K -50 -14%
AF
282
Advisornet Financial
Minnesota
$39K
CCA
283
Clearwater Capital Advisors
Illinois
$39K +$40.1K +299 New
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
RFA
285
Reilly Financial Advisors
California
$37K +$17K +127 +81%
OC
286
Oakworth Capital
Alabama
$36K
SF
287
Synovus Financial
Georgia
$36K +$37K +276 New
WTC
288
WhitTier Trust Company
Nevada
$34K
BWA
289
Burt Wealth Advisors
Maryland
$33K
NIMI
290
Natixis Investment Managers International
France
$32K
MYIA
291
Mount Yale Investment Advisors
Colorado
$30K +$30.8K +230 New
SIAS
292
Shine Investment Advisory Services
Colorado
$29K
HDIM
293
Hanson & Doremus Investment Management
Vermont
$29K +$30.2K +225 New
AIP
294
Ameritas Investment Partners
Nebraska
$28K -$16.1K -120 -35%
CHP
295
Cable Hill Partners
Oregon
$28K
CB
296
Community Bank
New York
$28K
JWA
297
JFS Wealth Advisors
Pennsylvania
$26K -$1.34K -10 -5%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$26K -$670 -5 -2%
DOA
299
D'Orazio & Associates
Virginia
$26K
PFBT
300
Parkside Financial Bank & Trust
Missouri
$26K