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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$13K +$7.16K +301 +125%
PG
302
Proffitt & Goodson
Tennessee
$12K -$485K -20,394 -98%
JCM
303
Jacobi Capital Management
Pennsylvania
$12K -$1.43K -60 -11%
FRA
304
Front Row Advisors
California
$12K
WT
305
Washington Trust
Rhode Island
$11K -$3.81K -160 -27%
CFN
306
Cordasco Financial Network
Florida
$10K
HWA
307
Heritage Wealth Advisors
Virginia
$10K
PO
308
Private Ocean
California
$10K
CB
309
Community Bank
New York
$9K -$3.57K -150 -29%
PGAM
310
Princeton Global Asset Management
New Jersey
$9K
RCA
311
Ranch Capital Advisors
Florida
$9K
ZB
312
Zions Bancorporation
Utah
$9K
TFS
313
TrustCore Financial Services
Tennessee
$9K +$71 +3 +0.9%
AF
314
Advisornet Financial
Minnesota
$9K +$95 +4 +1%
VRM
315
Vectors Research Management
New York
$9K +$2.14K +90 +33%
SIS
316
Sound Income Strategies
Florida
$9K +$5K +210 +135%
MSFP
317
Mark Sheptoff Financial Planning
Connecticut
$8K
S
318
SignatureFD
Georgia
$8K
IHWM
319
Iron Horse Wealth Management
Iowa
$8K +$7.97K +335 New
AIG
320
American International Group
New York
$7.36K -$100K -4,222 -1%
TF
321
Tompkins Financial
New York
$7K -$1.43K -60 -19%
NSIM
322
North Star Investment Management
Illinois
$7K
IAIM
323
International Assets Investment Management
Florida
$7K +$6.73K +283 New
GLLW
324
Graves Light Lenhart Wealth
Virginia
$7K +$6.85K +288 New
CYG
325
Clean Yield Group
Vermont
$6K -$5.95K -250 -50%