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Thomson Reuters
TRI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
326
Consolidated Planning Corp
Georgia
$49K +$48.7K +418 New
GAM
327
Gemmer Asset Management
California
$47K – – –
SWM
328
Spire Wealth Management
Virginia
$47K – – –
OSNBOA
329
Old Second National Bank of Aurora
Illinois
$45K – – –
BWP
330
Baldwin Wealth Partners
Massachusetts
$44K – – –
BWA
331
BDO Wealth Advisors
Florida
$44K – – –
SOW
332
State of Wyoming
Wyoming
$42K -$148K -1,269 -78%
JCM
333
Jacobi Capital Management
Pennsylvania
$40K – – –
COCM
334
Charter Oak Capital Management
New Hampshire
$38K – – –
ZB
335
Zions Bancorporation
Utah
$37K -$932 -8 -2%
WBC
336
West Branch Capital
Massachusetts
$34K – – –
AWA
337
Arkadios Wealth Advisors
Georgia
$33K +$21.3K +183 +173%
DWP
338
Destiny Wealth Partners
Florida
$32K +$32.3K +277 New
SIM
339
Sonora Investment Management
Arizona
$31K – – –
CBT
340
CoreFirst Bank & Trust
Kansas
$30K -$6.64K -57 -18%
CTC
341
Central Trust Company
Missouri
$30K – – –
FF
342
FourThought Financial
Florida
$30K – – –
TFIPS
343
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.5K +$27.6K +237 New
ETC
344
Exchange Traded Concepts
Oklahoma
$26K -$1.86K -16 -7%
RBC
345
Roble Belko & Company
Pennsylvania
$25K – – –
PCG
346
Private Capital Group
Connecticut
$23K -$26K -223 -53%
AWM
347
Avondale Wealth Management
Texas
$23K – – –
GWS
348
Glassman Wealth Services
Virginia
$23K – – –
CFA
349
Carroll Financial Associates
North Carolina
$21K – – –
IA
350
IFP Advisors
Florida
$21K – – –
12 13
14
15 16