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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
501
Legacy Financial Advisors
Kentucky
$31K
OIA
502
Optimum Investment Advisors
Illinois
$30K -$39.6K -1,155 -56%
SSB
503
Sandy Spring Bank
Maryland
$30K -$6.86K -200 -18%
BC
504
Bartlett & Co
Ohio
$29K
BCWM
505
Bartlett & Co Wealth Management
Ohio
$28.5K
DWM
506
Doyle Wealth Management
Florida
$28K +$28.9K +843 New
BDS
507
Banco de Sabadell
Florida
$27K
DSC
508
Duncker Streett & Co
Missouri
$27K
LNB
509
Ledyard National Bank
$27K
CAL
510
Capital Advisors Ltd
Ohio
$27K +$103 +3 +0.4%
IFAM
511
Institutional & Family Asset Management
Colorado
$26K
KPCM
512
Kings Point Capital Management
New York
$26K
LC
513
Lavaca Capital
Texas
$25K +$26.1K +760 New
WIM
514
Westside Investment Management
California
$24.7K
AssetMark Inc
515
AssetMark Inc
California
$24K -$5.94K -173 -20%
AF
516
Arrow Financial
New York
$24K
FPS
517
Fieldpoint Private Securities
Connecticut
$24K
RWA
518
Ropes Wealth Advisors
Massachusetts
$24K
PK
519
Pflug Koory
Nebraska
$24K +$16.5K +480 +192%
GI
520
GS Investments
Minnesota
$23.5K
GEA
521
Glen Eagle Advisors
New Jersey
$23.3K
BBHC
522
Brown Brothers Harriman & Co
New York
$23K
PCTC
523
Perkins Coie Trust Company
Washington
$23K
VCM
524
Versant Capital Management
Arizona
$23K
ER
525
Enlightenment Research
Florida
$23K +$24K +700 New