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Name Holding Trade Value Shares
Change
Change in
Stake
BP
1176
Ballentine Partners
Massachusetts
$678K -$180K -938 -23%
CCG
1177
Chatham Capital Group
Georgia
$677K -$16.7K -87 -3%
SOAMC
1178
Spirit of America Management Corp
New York
$675K -$48.1K -250 -7%
CA
1179
Cornerstone Advisory
Maryland
$675K +$91.1K +474 +18%
DAM
1180
Deltec Asset Management
New York
$674K -$135K -700 -18%
CAMG
1181
CWA Asset Management Group
Florida
$674K -$111K -575 -15%
LBD
1182
Landsberg Bennett & Dubbaneh
Florida
$673K -$137K -714 -19%
CTA
1183
Colonial Trust Advisors
South Carolina
$673K -$38.4K -200 -6%
TIA
1184
Trust Investment Advisors
Indiana
$673K +$12.1K +63 +2%
PMFA
1185
Plante Moran Financial Advisors
Michigan
$673K +$226K +1,178 +60%
JAG
1186
Journey Advisory Group
Kentucky
$668K +$600K +3,120 New
BB
1187
Berkshire Bank
Massachusetts
$667K -$83.6K -435 -12%
WWA
1188
WC Walker & Associates
California
$666K +$589K +3,062 New
WJWM
1189
Williams Jones Wealth Management
New York
$665K +$30.4K +158 +5%
SB
1190
Sunflower Bank
Texas
$665K +$597K +3,106 New
CG
1191
Clarus Group
Texas
$665K +$606K +3,152 New
LFF
1192
Level Four Financial
Texas
$664K +$597K +3,104 New
MC
1193
Miramar Capital
Illinois
$663K +$12.7K +66 +2%
FFA
1194
Fragasso Financial Advisors
Pennsylvania
$663K +$19.2K +100 +3%
SAM
1195
SignalPoint Asset Management
Missouri
$661K -$36.3K -189 -6%
G
1196
Gainplan
Michigan
$661K +$594K +3,088 New
EH
1197
Employers Holdings
Nevada
$659K
SCI
1198
Stableford Capital II
Arizona
$658K +$591K +3,073 New
AFA
1199
American Financial Advisors
Georgia
$657K +$53.1K +276 +10%
HFS
1200
HBC Financial Services
Washington
$647K -$41.7K -217 -7%