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Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Allworth Financial
California
$27.7K +$660 +10 +3%
MAWCM
477
Mine & Arao Wealth Creation & Management
California
$27.1K – – –
GWM
478
Geneos Wealth Management
Colorado
$27.1K – – –
GEA
479
Glen Eagle Advisors
New Jersey
$27.1K – – –
HFM
480
Hartford Financial Management
Connecticut
$27.1K – – –
CAL
481
Capital Analysts LLC
Pennsylvania
$26K -$1.98K -30 -7%
GG
482
Gleason Group
Kentucky
$25.4K – – –
FMP
483
Financial Management Professionals
Texas
$24K – – –
TIM
484
Tortoise Investment Management
New York
$23.7K – – –
CFO
485
CVA Family Office
Colorado
$23.7K +$660 +10 +3%
CT
486
Caldwell Trust
Florida
$22.5K – – –
SSB
487
Sandy Spring Bank
Maryland
$22.5K – – –
SWM
488
Spire Wealth Management
Virginia
$20.5K -$2.04K -31 -9%
BSB
489
Bangor Savings Bank
Maine
$20.3K – – –
AF
490
Advisornet Financial
Minnesota
$19.6K -$660 -10 -3%
HFM
491
Harvest Fund Management
China
$18K -$60.1K -911 -78%
SSG
492
Summit Securities Group
New York
$18K -$11.1K -168 -39%
PTC
493
Private Trust Company
Ohio
$17.3K – – –
FWA
494
FSC Wealth Advisors
New York
$16.4K – – –
AWM
495
AllSquare Wealth Management
New York
$15.8K – – –
WTA
496
Washington Trust Advisors
Massachusetts
$15.8K -$1.65K -25 -10%
CCC
497
Chelsea Counsel Company
California
$14.2K – – –
BC
498
Bartlett & Co
Ohio
$14K – – –
FCAG
499
First Capital Advisors Group
New Jersey
$13.7K +$13.4K +203 New
BCWM
500
Bartlett & Co Wealth Management
Ohio
$13.5K – – –