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Name Holding Trade Value Shares
Change
Change in
Stake
CB
551
Community Bank
New York
$52K -$9.31K -141 -15%
CT
552
Caldwell Trust
Florida
$52K – – –
FWM
553
FSA Wealth Management
Massachusetts
$49K – – –
MA
554
MCF Advisors
Kentucky
$49K – – –
AssetMark Inc
555
AssetMark Inc
California
$47K -$924 -14 -2%
GRP
556
Global Retirement Partners
California
$47K +$5.68K +86 +13%
HWA
557
Heritage Wealth Advisors
Virginia
$46.3K -$15.8K -240 -25%
SF
558
Synovus Financial
Georgia
$46K -$115K -1,741 -71%
PI
559
PEAK6 Investments
Illinois
$46K +$46.6K +706 New
ECM
560
Estabrook Capital Management
New York
$45.5K – – –
SBL
561
Sargent Bickham Lagudis
Colorado
$45K – – –
SWM
562
Selective Wealth Management
Virginia
$45K +$46.2K +700 New
OPS
563
Orion Portfolio Solutions
Nebraska
$42K +$4.62K +70 +12%
JCM
564
Jacobi Capital Management
Pennsylvania
$41K +$4.36K +66 +12%
PWMG
565
Prestige Wealth Management Group
New Jersey
$39K -$990 -15 -2%
SIC
566
Salem Investment Counselors
North Carolina
$38K – – –
HGWM
567
Harvest Group Wealth Management
Massachusetts
$38K +$132 +2 +0.3%
LWM
568
Liberty Wealth Management
California
$36K -$8.91K -135 -20%
ST
569
Sageworth Trust
Pennsylvania
$36K – – –
BWA
570
BDO Wealth Advisors
Florida
$33K +$132 +2 +0.4%
KTC
571
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
MAM
572
Meeder Asset Management
Ohio
$32K +$5.15K +78 +19%
VFA
573
Valeo Financial Advisors
Indiana
$31K +$5.94K +90 +24%
BL
574
Balentine LLC
Georgia
$29K -$4.09K -62 -12%
SSB
575
Sandy Spring Bank
Maryland
$27K +$4.95K +75 +22%