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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
801
Versant Capital Management
Arizona
$19K – – –
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K -$13.9K -50 -43%
TWA
803
TCI Wealth Advisors
Arizona
$18K +$8.88K +32 +91%
AAP
804
Arax Advisory Partners
Colorado
$17K – – –
AWM
805
Accel Wealth Management
Iowa
$16K – – –
DWA
806
Delos Wealth Advisors
Texas
$16K +$16.4K +59 New
GEA
807
Glen Eagle Advisors
New Jersey
$15.8K – – –
ST
808
Smithfield Trust
Pennsylvania
$15K – – –
PWMG
809
Prestige Wealth Management Group
New Jersey
$15K +$833 +3 +6%
FCA
810
FinTrust Capital Advisors
South Carolina
$14K – – –
TFA
811
Toth Financial Advisory
Virginia
$14K – – –
WT
812
Whittier Trust
California
$14K – – –
WT
813
Washington Trust
Rhode Island
$14K +$1.11K +4 +8%
SCA
814
Stonebridge Capital Advisors
Minnesota
$14K +$3.05K +11 +28%
LF
815
Lee Financial
Texas
$14K +$10.8K +39 +325%
CT
816
Caldwell Trust
Florida
$13.7K – – –
FFWM
817
Future Financial Wealth Management
Ohio
$13K +$13.9K +50 New
ZIG
818
Zullo Investment Group
Pennsylvania
$12K +$11.9K +43 New
CWM
819
Cranbrook Wealth Management
Michigan
$11K – – –
OC
820
Oakworth Capital
Alabama
$11K – – –
JFA
821
JNBA Financial Advisors
Minnesota
$11K +$1.67K +6 +17%
EWM
822
Edge Wealth Management
New York
$10K – – –
RIM
823
Rockbridge Investment Management
New York
$10K – – –
JWM
824
Janiczek Wealth Management
Colorado
$10K +$1.39K +5 +17%
Bank Julius Baer & Co
825
Bank Julius Baer & Co
Switzerland
$10K +$10.3K +37 New