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Name Holding Trade Value Shares
Change
Change in
Stake
MA
601
MCF Advisors
Kentucky
$16K +$8.06K +208 +100%
SMG
602
Spectrum Management Group
Indiana
$16K +$16.1K +416 New
TFO
603
Tarbox Family Office
California
$15K -$2.29K -59 -13%
IPC
604
Independent Portfolio Consultants
Florida
$15K +$15K +387 New
FWM
605
Focused Wealth Management
New York
$14K
PI
606
PineBridge Investments
New York
$14K +$14.7K +379 New
HR
607
Howe & Rusling
New York
$13K +$13K +335 New
FPFS
608
First Personal Financial Services
North Carolina
$13K +$14K +361 New
WEC
609
Winslow Evans & Crocker
Massachusetts
$12.1K -$4.03K -104 -25%
CFA
610
CT Financial Advisors
Pennsylvania
$11.3K +$11.6K +298 New
PFSC
611
Peoples Financial Services Corp
Pennsylvania
$11K
CAW
612
Cornerstone Advisors (Washington)
Washington
$9K
GAM
613
Gemmer Asset Management
California
$9K
FBT
614
Founders Bank & Trust
Michigan
$8K
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$8K
HI
616
Hudock Inc
Pennsylvania
$8K +$39 +1 +0.5%
AIM
617
Advantage Investment Management
Iowa
$8K +$8.06K +208 New
RA
618
Rational Advisors
New York
$8K +$8.06K +208 New
JFA
619
JNBA Financial Advisors
Minnesota
$7K
PMFA
620
Plante Moran Financial Advisors
Michigan
$7K
WF
621
WealthTrust Fairport
Ohio
$7K +$7.4K +191 New
Bessemer Group
622
Bessemer Group
New Jersey
$7K +$7.52K +194 New
Acadian Asset Management
623
Acadian Asset Management
Massachusetts
$6K -$89.1K -2,298 -94%
WA
624
WealthTrust-Arizona
Arizona
$6K -$3.06K -79 -32%
CWM
625
Cranbrook Wealth Management
Michigan
$6K