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Name Holding Trade Value Shares
Change
Change in
Stake
RCS
726
Retirement Capital Strategies
California
$437K – – –
PAS
727
Partnervest Advisory Services
California
$436K +$127K +418 +43%
FFG
728
Frisch Financial Group
New York
$435K – – –
BTW
729
Boston Trust Walden
Massachusetts
$430K -$6.07K -20 -1%
BOH
730
Bank of Hawaii
Hawaii
$429K +$411K +1,355 New
DA
731
Dillon & Associates
Michigan
$427K -$30.3K -100 -7%
BB
732
Bell Bank
North Dakota
$419K -$1.52K -5 -0.4%
IDBONY
733
Israel Discount Bank of New York
New York
$417K -$200K -660 -33%
VFA
734
Voya Financial Advisors
Connecticut
$414K -$31.6K -104 -7%
SAM
735
SP Asset Management
California
$414K – – –
ADL
736
Asset Dedication LLC
California
$413K +$276K +910 +229%
PVWM
737
Point View Wealth Management
New Jersey
$410K -$910 -3 -0.2%
CGL
738
Clarius Group LLC
Washington
$408K +$11.8K +39 +3%
CCA
739
Catalyst Capital Advisors
New York
$407K -$80.4K -265 -17%
GTAM
740
Global Trust Asset Management
Florida
$407K -$25.8K -85 -6%
EP
741
Eudaimonia Partners
Tennessee
$407K +$10.9K +36 +3%
PTP
742
Platform Technology Partners
New York
$405K -$36.7K -121 -9%
OI
743
Oakbrook Investments
Illinois
$403K -$668K -2,200 -63%
FFS
744
Founders Financial Securities
Maryland
$403K +$6.68K +22 +2%
PA
745
Probity Advisors
Texas
$402K -$13.4K -44 -3%
YWP
746
YorkBridge Wealth Partners
New York
$400K -$156K -513 -29%
RCA
747
Resonant Capital Advisors
Wisconsin
$400K +$384K +1,264 New
LSAG
748
Lake Street Advisors Group
New Hampshire
$393K +$105K +346 +39%
IAMOG
749
Investors Asset Management of Georgia
Georgia
$390K – – –
IAS
750
IMA Advisory Services
Colorado
$390K +$221K +728 +144%