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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$84K +$83.5K +1,951 New
LS
402
Leelyn Smith
Illinois
$82K -$12.8K -300 -14%
JWM
403
Janiczek Wealth Management
Colorado
$76K +$50.4K +1,179 +198%
SFS
404
Sowell Financial Services
Arkansas
$74K -$10.9K -255 -13%
IAIM
405
International Assets Investment Management
Florida
$73K +$73.3K +1,713 New
FPS
406
Fieldpoint Private Securities
Connecticut
$70K +$70K +1,637 New
Simplex Trading
407
Simplex Trading
Illinois
$68K -$213K -4,968 -76%
TRCT
408
Tower Research Capital (TRC)
New York
$68K -$41.2K -963 -38%
LWM
409
Liberty Wealth Management
California
$66K +$30.7K +718 +84%
WB
410
Webster Bank
Connecticut
$64K – – –
VLKIM
411
Van Lanschot Kempen Investment Management
Netherlands
$62K +$12K +281 +46%
PWM
412
Perigon Wealth Management
California
$59K +$58.8K +1,374 New
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$56K +$984 +23 +2%
TC
414
Truvestments Capital
Florida
$55K +$9.41K +220 +20%
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$54K -$191K -4,463 -78%
CTFG
416
Capstone Triton Financial Group
Oklahoma
$48K +$48.3K +1,128 New
CA
417
Clearstead Advisors
Ohio
$47K +$47.4K +1,108 New
GRP
418
Global Retirement Partners
California
$44K +$3.29K +77 +8%
JCM
419
Jacobi Capital Management
Pennsylvania
$43K – – –
Credit Agricole
420
Credit Agricole
France
$43K +$42.8K +1,000 New
PCG
421
Private Capital Group
Connecticut
$42K -$5.9K -138 -12%
TH
422
TCTC Holdings
Texas
$40K – – –
ECM
423
Estabrook Capital Management
New York
$38.5K – – –
IWP
424
IAG Wealth Partners
Wisconsin
$37K – – –
BAM
425
Barrett Asset Management
New York
$36K – – –