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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1626
Jay D. Rosenbaum
$421K -$212K -2,500 -33%
AFC
1627
AFT Forsyth & Company
Florida
$421K
CBT
1628
Central Bank & Trust
Kentucky
$420K +$29.7K +349 +7%
SFS
1629
Strategic Financial Services
New York
$419K
BCA
1630
Bay Colony Advisors
Massachusetts
$419K +$426K +5,012 New
WAM
1631
Westport Asset Management
Connecticut
$418K
DBG
1632
De Burlo Group
Massachusetts
$418K +$17K +200 +4%
MWM
1633
Modera Wealth Management
New Jersey
$417K
DAC
1634
Dividend Assets Capital
South Carolina
$416K
FA
1635
Financial Advisors
Massachusetts
$416K +$21.2K +250 +5%
BBI
1636
Baxter Bros Inc
Connecticut
$415K +$34K +400 +9%
FPCP
1637
Fort Point Capital Partners
California
$414K +$68.7K +809 +20%
EW
1638
Evoke Wealth
California
$413K +$419K +4,930 New
CB
1639
Cadence Bank
Mississippi
$411K -$16K -188 -4%
RA
1640
RFG Advisory
Alabama
$407K +$11K +129 +3%
FPA
1641
First Pacific Advisors
California
$406K
RM
1642
Resource Management
Louisiana
$405K +$170 +2 +0%
RIA
1643
Regal Investment Advisors
Michigan
$403K +$19.4K +228 +5%
CP
1644
Cumberland Partners
Ontario, Canada
$402K +$25.5K +300 +7%
AC
1645
Avestar Capital
New York
$402K +$26.9K +317 +7%
PCM
1646
Pointe Capital Management
Michigan
$401K
IFWM
1647
Institute for Wealth Management
Colorado
$400K -$51K -600 -11%
PBO
1648
Peoples Bank (Ohio)
Ohio
$400K +$6.29K +74 +2%
CAM
1649
Close Asset Management
United Kingdom
$399K -$78.2K -920 -16%
CG
1650
Corundum Group
Colorado
$398K -$340 -4 -0.1%