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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$81K
BWM
552
BerganKDV Wealth Management
Minnesota
$80K
WTC
553
WhitTier Trust Company
Nevada
$80K
AIM
554
Anchor Investment Management
South Carolina
$79.9K -$14.9K -200 -17%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72K -$18.7K -250 -22%
AF
556
Advisornet Financial
Minnesota
$69K +$10.5K +140 +19%
NC
557
NewSquare Capital
Pennsylvania
$66K
CIA
558
Cascade Investment Advisors
Oregon
$63.9K
FHA
559
First Horizon Advisors
Tennessee
$61K
FHB
560
First Hawaiian Bank
Hawaii
$61K +$56.9K +762 New
MA
561
MCF Advisors
Kentucky
$60K
MCA
562
Mercer Capital Advisers
New Jersey
$60K
SFG
563
SevenBridge Financial Group
Pennsylvania
$60K
SFSIG
564
San Francisco Sentry Investment Group
California
$59K -$9.26K -124 -15%
AssetMark Inc
565
AssetMark Inc
California
$59K -$597 -8 -1%
APP
566
Avantax Planning Partners
Iowa
$59K +$54.7K +733 New
FPFS
567
First Personal Financial Services
North Carolina
$56K
ECM
568
Estabrook Capital Management
New York
$55.9K
SBL
569
Sargent Bickham Lagudis
Colorado
$55K -$6.87K -92 -12%
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$2.31K -31 -4%
PA
571
Parallel Advisors
California
$53K +$3.14K +42 +7%
GWM
572
Geneos Wealth Management
Colorado
$53K +$13.6K +182 +37%
CB
573
Community Bank
New York
$52K
HWA
574
Heritage Wealth Advisors
Virginia
$51K +$47.8K +640 New
TC
575
Trilogy Capital
California
$47K