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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
851
Sentry Investment Management
Wisconsin
$103K -$18.2K -99 -15%
HIA
852
Harbor Investment Advisory
Maryland
$100K +$6.62K +36 +7%
CFO
853
CVA Family Office
Colorado
$97.4K +$1.66K +9 +2%
ASN
854
Advisory Services Network
Georgia
$91.8K +$89.8K +488 New
CH
855
Cromwell Holdings
Wyoming
$90.6K
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.9K +$13.1K +71 +17%
NC
857
North Capital
Utah
$88K +$27.6K +150 +47%
EB
858
Eastern Bank
Massachusetts
$85.5K +$1.66K +9 +2%
PTC
859
Private Trust Company
Ohio
$85K -$1.29K -7 -2%
UFF
860
USA Financial Formulas
Michigan
$83.8K -$184 -1 -0.2%
ZBNA
861
Zions Bancorporation, National Association
Utah
$82.2K +$44.2K +240 +122%
CCA
862
Catalyst Capital Advisors
New York
$81.6K -$3.5K -19 -4%
SSG
863
Summit Securities Group
New York
$75K +$44.9K +244 +157%
GRP
864
Global Retirement Partners
California
$73.6K +$9.2K +50 +15%
WC
865
Wexford Capital
Florida
$62.2K -$49.7K -270 -45%
TWD
866
True Wealth Design
Ohio
$61.5K +$35.9K +195 +148%
AA
867
Ancora Advisors
Ohio
$61.1K
FCAS
868
First Command Advisory Services
Texas
$57.2K
QC
869
Quent Capital
New York
$54.2K +$53.2K +289 New
EWM
870
Evermay Wealth Management
Virginia
$53.6K
NEWAS
871
N.E.W. Advisory Services
Wisconsin
$52.5K
BI
872
Binnacle Investments
Iowa
$52.3K +$2.76K +15 +6%
RFP
873
Root Financial Partners
California
$47.2K +$46.2K +251 New
CAM
874
Costello Asset Management
Pennsylvania
$47.2K
AIM
875
Anchor Investment Management
South Carolina
$46.8K