Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
951
Jones Financial Companies
Missouri
$23K +$4.67K +16 +27%
SWA
952
SOA Wealth Advisors
New York
$22.2K – – –
RFG
953
RFP Financial Group
Georgia
$21.9K +$21.3K +73 New
RTC
954
Riverview Trust Company
Washington
$21K -$45.9K -157 -69%
FAM
955
Fred Alger Management
New York
$20.1K -$65.5K -224 -77%
BWP
956
Baldwin Wealth Partners
Massachusetts
$19.5K – – –
WAM
957
Worth Asset Management
Texas
$18.6K – – –
FMP
958
Financial Management Professionals
Texas
$18K +$3.8K +13 +28%
SIA
959
Sit Investment Associates
Minnesota
$16K – – –
CYG
960
Clean Yield Group
Vermont
$15.3K – – –
SBL
961
Sargent Bickham Lagudis
Colorado
$15K – – –
NFSG
962
Newbridge Financial Services Group
Florida
$14.3K – – –
JFA
963
JNBA Financial Advisors
Minnesota
$13.2K – – –
ZIG
964
Zullo Investment Group
Pennsylvania
$13.2K – – –
CA
965
CoreCap Advisors
Michigan
$13.2K +$12.9K +44 New
CWM
966
Cranbrook Wealth Management
Michigan
$12.9K -$12.9K -44 -51%
TIM
967
Tortoise Investment Management
New York
$12.9K +$2.63K +9 +26%
JWM
968
Janiczek Wealth Management
Colorado
$12.6K – – –
ME
969
McIlrath & Eck
Washington
$12.6K – – –
WTA
970
Washington Trust Advisors
Massachusetts
$12.3K -$48.8K -167 -80%
IWP
971
IAG Wealth Partners
Wisconsin
$12K +$11.7K +40 New
M
972
MOTCO
Texas
$12K +$11.7K +40 New
VNA
973
Valley National Advisers
Pennsylvania
$12K – – –
TF
974
TimeScale Financial
Massachusetts
$11.8K – – –
PPC
975
Park Place Capital
Alabama
$11K +$10.2K +35 New