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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$23K – – –
BCA
377
Berman Capital Advisors
Georgia
$22K +$2.99K +71 +18%
PCG
378
Private Capital Group
Connecticut
$20K +$168 +4 +1%
COCM
379
Charter Oak Capital Management
New Hampshire
$20K +$18.7K +444 New
GEA
380
Glen Eagle Advisors
New Jersey
$19.3K – – –
HFM
381
Hartford Financial Management
Connecticut
$19K – – –
LGWM
382
Litman Gregory Wealth Management
California
$19K – – –
MAWCM
383
Mine & Arao Wealth Creation & Management
California
$19K – – –
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
TFO
385
Tarbox Family Office
California
$19K – – –
ZB
386
Zions Bancorporation
Utah
$19K – – –
FF
387
FourThought Financial
Florida
$18K +$16K +381 New
FMP
388
Financial Management Professionals
Texas
$17K – – –
SSB
389
Sandy Spring Bank
Maryland
$16K +$14K +332 New
SFSIG
390
San Francisco Sentry Investment Group
California
$15K -$5.8K -138 -30%
RPWA
391
Regent Peak Wealth Advisors
Georgia
$14K +$12.2K +289 New
GAM
392
Gemmer Asset Management
California
$13K – – –
SFG
393
Sowa Financial Group
Rhode Island
$13K +$10.9K +259 New
CI
394
CX Institutional
Indiana
$12K +$4.88K +116 +89%
AWM
395
AllSquare Wealth Management
New York
$11K – – –
TWA
396
TCI Wealth Advisors
Arizona
$9K – – –
SWA
397
SOA Wealth Advisors
New York
$9K +$8.07K +192 New
SWA
398
Sutton Wealth Advisors
Florida
$8.65K +$463 +11 +7%
WEC
399
Winslow Evans & Crocker
Massachusetts
$8K – – –
HFA
400
Hoover Financial Advisors
Pennsylvania
$8K +$6.31K +150 New