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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
376
Berman Capital Advisors
Georgia
$22K +$2.99K +71 +18%
PCG
377
Private Capital Group
Connecticut
$20K +$168 +4 +1%
COCM
378
Charter Oak Capital Management
New Hampshire
$20K +$18.7K +444 New
GEA
379
Glen Eagle Advisors
New Jersey
$19.3K
HFM
380
Hartford Financial Management
Connecticut
$19K
LGWM
381
Litman Gregory Wealth Management
California
$19K
MAWCM
382
Mine & Arao Wealth Creation & Management
California
$19K
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$19K
TFO
384
Tarbox Family Office
California
$19K
ZB
385
Zions Bancorporation
Utah
$19K
FF
386
FourThought Financial
Florida
$18K +$16K +381 New
FMP
387
Financial Management Professionals
Texas
$17K
SSB
388
Sandy Spring Bank
Maryland
$16K +$14K +332 New
SFSIG
389
San Francisco Sentry Investment Group
California
$15K -$5.8K -138 -30%
RPWA
390
Regent Peak Wealth Advisors
Georgia
$14K +$12.2K +289 New
GAM
391
Gemmer Asset Management
California
$13K
SFG
392
Sowa Financial Group
Rhode Island
$13K +$10.9K +259 New
CI
393
CX Institutional
Indiana
$12K +$4.88K +116 +89%
AWM
394
AllSquare Wealth Management
New York
$11K
TWA
395
TCI Wealth Advisors
Arizona
$9K
SWA
396
SOA Wealth Advisors
New York
$9K +$8.07K +192 New
SWA
397
Sutton Wealth Advisors
Florida
$8.65K +$463 +11 +7%
WEC
398
Winslow Evans & Crocker
Massachusetts
$8K
HFA
399
Hoover Financial Advisors
Pennsylvania
$8K +$6.31K +150 New
Jones Financial Companies
400
Jones Financial Companies
Missouri
$8K +$7.11K +169 New