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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
651
Berman Capital Advisors
Georgia
$110K -$22.7K -41 -19%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$110K +$7.21K +13 +8%
TFM
653
TFC Financial Management
Massachusetts
$106K -$15.5K -28 -14%
DWA
654
Dougherty Wealth Advisers
Minnesota
$99K – – –
PFBT
655
Parkside Financial Bank & Trust
Missouri
$94K – – –
GWS
656
Glassman Wealth Services
Virginia
$94K +$2.77K +5 +3%
SIMG
657
Stephens Investment Management Group
Texas
$94K +$84.9K +153 New
MHR
658
Matthew Hamilton Rosenberg
$93K – – –
HNB
659
Huntington National Bank
Ohio
$86K -$11.6K -21 -13%
FFA
660
Freedman Financial Associates
Massachusetts
$85K – – –
Lazard Asset Management
661
Lazard Asset Management
New York
$84K -$6.1K -11 -7%
DSC
662
Duncker Streett & Co
Missouri
$81K – – –
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$81K – – –
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$81K – – –
SQA
665
Simon Quick Advisors
New Jersey
$75K – – –
Jones Financial Companies
666
Jones Financial Companies
Missouri
$74K +$56.6K +102 +567%
CWC
667
Carolinas Wealth Consulting
North Carolina
$73K -$15K -27 -18%
MVIP
668
Mar Vista Investment Partners
California
$73K +$555 +1 +0.9%
LWM
669
Liberty Wealth Management
California
$71K – – –
LS
670
Leelyn Smith
Illinois
$71K +$38.8K +70 +156%
CA
671
Clearstead Advisors
Ohio
$63K +$51K +92 +920%
BC
672
Burleson & Co
California
$63K +$56.6K +102 New
SFO
673
Standard Family Office
South Dakota
$63K +$56.6K +102 New
TFA
674
Toth Financial Advisory
Virginia
$62K – – –
GRP
675
Global Retirement Partners
California
$60K +$8.32K +15 +18%