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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$80K – – –
AIM
552
Anchor Investment Management
South Carolina
$79K – – –
CIA
553
Cascade Investment Advisors
Oregon
$79K – – –
BWM
554
BerganKDV Wealth Management
Minnesota
$79K – – –
MCA
555
Mercer Capital Advisers
New Jersey
$79K – – –
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76K – – –
OIA
557
OneDigital Investment Advisors
Kansas
$67K – – –
NC
558
NewSquare Capital
Pennsylvania
$66K – – –
ESB
559
Essex Savings Bank
Connecticut
$63K – – –
AssetMark Inc
560
AssetMark Inc
California
$62K -$292 -4 -0.5%
FHA
561
First Horizon Advisors
Tennessee
$60K – – –
SFG
562
SevenBridge Financial Group
Pennsylvania
$60K – – –
MA
563
MCF Advisors
Kentucky
$59K – – –
RIA
564
Realta Investment Advisors
Delaware
$59K +$54.1K +741 New
AF
565
Advisornet Financial
Minnesota
$58K – – –
ECM
566
Estabrook Capital Management
New York
$55.3K – – –
ASN
567
Advisory Services Network
Georgia
$54K -$3.72K -51 -7%
SBL
568
Sargent Bickham Lagudis
Colorado
$54K +$73 +1 +0.1%
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K – – –
CGT
570
Capital Guardian Trust
California
$52K +$47.8K +655 New
CB
571
Community Bank
New York
$51K – – –
HWA
572
Heritage Wealth Advisors
Virginia
$50.6K – – –
PWMG
573
Prestige Wealth Management Group
New Jersey
$47K -$803 -11 -2%
PA
574
Parallel Advisors
California
$47K – – –
HGWM
575
Harvest Group Wealth Management
Massachusetts
$46K +$42.4K +581 New