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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
Sutton Wealth Advisors
Florida
$52.4K
CPIG
802
Chicago Partners Investment Group
Illinois
$52K +$3.16K +40 +7%
TFO
803
Tarbox Family Office
California
$50K
RFA
804
Reilly Financial Advisors
California
$48K
ZB
805
Zions Bancorporation
Utah
$47K
AP
806
Atwood & Palmer
Missouri
$45K
GI
807
Gradient Investments
Minnesota
$45K +$44.1K +557 New
CTB
808
Country Trust Bank
Illinois
$44K
GEA
809
Glen Eagle Advisors
New Jersey
$43.6K -$1.19K -15 -3%
FPS
810
Fieldpoint Private Securities
Connecticut
$42K
PA
811
Perennial Advisors
New York
$42K +$9.1K +115 +29%
BWA
812
Burt Wealth Advisors
Maryland
$41K
SIM
813
Sonora Investment Management
Arizona
$40.8K
CHP
814
Cable Hill Partners
Oregon
$40K -$11.1K -140 -23%
JFA
815
JNBA Financial Advisors
Minnesota
$38K
HIIFS
816
Harel Insurance Investments & Financial Services
Israel
$38K +$18.9K +239 +107%
TFA
817
Toth Financial Advisory
Virginia
$38K +$36.8K +465 New
CAPTRUST Financial Advisors
818
CAPTRUST Financial Advisors
North Carolina
$38K +$36.9K +466 New
EA
819
Edge Advisors
Georgia
$37K
LCM
820
Liberty Capital Management
Michigan
$37K
MIP
821
Mondrian Investment Partners
United Kingdom
$37K
KJWM
822
Kiley Juergens Wealth Management
Washington
$37K +$36.8K +465 New
IAM
823
Integre Asset Management
New York
$36K +$34.7K +439 New
OC
824
Oakworth Capital
Alabama
$35K
AC
825
Avestar Capital
New York
$35K +$35.9K +454 New