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Name Holding Trade Value Shares
Change
Change in
Stake
PRC
701
Pearl River Capital
Michigan
$38K +$36.5K +1,695 New
DWM
702
Destination Wealth Management
California
$37K -$130K -6,030 -79%
CAGAS
703
Capital Advisory Group Advisory Services
Minnesota
$36K +$33.6K +1,560 +2,080%
CYG
704
Clean Yield Group
Vermont
$36K +$34.5K +1,605 New
CLM
705
ClearBridge LLC (Maryland)
Maryland
$35K +$9.68K +450 +41%
DBT
706
Dubuque Bank & Trust
Iowa
$33K -$323K -15,000 -91%
PCG
707
Private Capital Group
Connecticut
$33K -$968 -45 -3%
LWA
708
Lenox Wealth Advisors
New York
$33K
NCM
709
New Capital Management
Texas
$33K
NCM
710
Northstar Capital Management
New York
$33K
PG
711
Patten Group
Tennessee
$33K
Rockefeller Capital Management
712
Rockefeller Capital Management
New York
$33K
TCM
713
TD Capital Management
Tennessee
$33K
TC
714
Trust Company
Kansas
$33K
WC
715
Whitnell & Co
Illinois
$33K
ZB
716
Zions Bancorporation
Utah
$33K +$6.13K +285 +23%
AOWM
717
Alpha Omega Wealth Management
Virginia
$32K -$12.3K -570 -28%
FGC
718
Financial Gravity Companies
Texas
$32K +$32.9K +1,530 New
MA
719
MUFG Americas
New York
$30K
IWA
720
Intercontinental Wealth Advisors
Texas
$30K +$28.7K +1,335 New
LFA
721
Legacy Financial Advisors
Kentucky
$29K
GI
722
Gradient Investments
Minnesota
$29K +$26.8K +1,245 +1,660%
BCWM
723
Bartlett & Co Wealth Management
Ohio
$28.3K
BC
724
Bartlett & Co
Ohio
$28K
FPS
725
Fieldpoint Private Securities
Connecticut
$27K