Name Holding Trade Value Shares
Change
Change in
Stake
HF
2651
Halpern Financial
Virginia
$69.3K -$11.5K -21 -13%
WSCM
2652
Wellington Shields Capital Management
New York
$68.9K – – –
CTC
2653
Cetera Trust Company
Minnesota
$67.8K -$13.7K -25 -16%
AWM
2654
AllSquare Wealth Management
New York
$66.8K -$6.03K -11 -8%
FUBT
2655
First United Bank & Trust
Maryland
$64.2K – – –
PP
2656
Pingora Partners
Wyoming
$62.1K -$43.9K -80 -40%
PWA
2657
Provenance Wealth Advisors
Florida
$62.1K – – –
PCMC
2658
Planning Capital Management Corporation
Pennsylvania
$61.1K -$86.1K -157 -57%
EA
2659
Evolution Advisers
Virginia
$61K – – –
JGIA
2660
Jackson Grant Investment Advisers
Connecticut
$59.5K – – –
WOC
2661
West Oak Capital
California
$59.5K – – –
JSAM
2662
J. Safra Asset Management
New York
$58.2K -$36.7K -67 -37%
FCG
2663
Financial Connections Group
California
$58K – – –
AWM
2664
Activest Wealth Management
Florida
$57.8K – – –
NC
2665
NewSquare Capital
Pennsylvania
$54.9K +$58.1K +106 New
MSFP
2666
Mark Sheptoff Financial Planning
Connecticut
$54.4K – – –
MLA
2667
MB, Levis & Associates
Pennsylvania
$54.4K – – –
FCAS
2668
First Command Advisory Services
Texas
$53.9K +$7.68K +14 +16%
PGAM
2669
Princeton Global Asset Management
New Jersey
$53.3K +$56.5K +103 New
DP
2670
Denver PWM
Colorado
$52.3K -$35.6K -65 -39%
CFFP
2671
Center for Financial Planning
Michigan
$52.3K – – –
TCM
2672
TD Capital Management
Tennessee
$52.3K – – –
RFG
2673
REAP Financial Group
Texas
$51.8K +$54.8K +100 New
TCM
2674
TruNorth Capital Management
Michigan
$51.8K +$54.8K +100 New
CFG
2675
CKW Financial Group
Hawaii
$50K – – –