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Name Holding Trade Value Shares
Change
Change in
Stake
SL
501
Salomon & Ludwin
Virginia
$9K +$8.23K +48 New
PGA
502
Premia Global Advisors
Florida
$9K +$8.58K +50 New
CGT
503
Capital Guardian Trust
California
$8K -$3.77K -22 -33%
SWA
504
Sutton Wealth Advisors
Florida
$7.44K
OC
505
Oakworth Capital
Alabama
$7K
BWM
506
Baystate Wealth Management
Massachusetts
$7K +$2.92K +17 +85%
PFO
507
Pathstone Family Office
New Jersey
$6K +$5.49K +32 New
FCA
508
FinTrust Capital Advisors
South Carolina
$5K
GWM
509
Geneos Wealth Management
Colorado
$5K
THWM
510
Taylor Hoffman Wealth Management
Virginia
$5K
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$4K
ME
512
McIlrath & Eck
Washington
$4K
CFG
513
Citizens Financial Group
Rhode Island
$4K +$3.43K +20 New
CI
514
CX Institutional
Indiana
$4K +$4.12K +24 New
SFSIG
515
San Francisco Sentry Investment Group
California
$3K -$4.46K -26 -62%
AC
516
Avestar Capital
New York
$3K
TIM
517
Tortoise Investment Management
New York
$3K
RCAG
518
Rehmann Capital Advisory Group
Michigan
$2.9K
PVH
519
Psagot Value Holdings
Israel
$2K -$7.72K -45 -79%
Fidelity International
520
Fidelity International
Bermuda
$2K +$172 +1 +11%
DWM
521
Destination Wealth Management
California
$2K +$2.06K +12 New
RWM
522
Raffa Wealth Management
District of Columbia
$1.45K
EI
523
Ellevest Inc
New York
$1K
FHA
524
First Horizon Advisors
Tennessee
$1K
PWM
525
PRW Wealth Management
Massachusetts
$1K