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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
701
Jones Financial Companies
Missouri
$81.5K – – –
JWA
702
JFS Wealth Advisors
Pennsylvania
$81.1K -$196 -1 -0.2%
BHWM
703
Bay Harbor Wealth Management
Maryland
$81.1K -$15.7K -80 -16%
GFPC
704
Global Financial Private Client
Florida
$80.6K – – –
DWA
705
Dougherty Wealth Advisers
Minnesota
$79.9K – – –
MA
706
MCF Advisors
Kentucky
$78.5K +$21.2K +108 +37%
DA
707
Denali Advisors
California
$78K – – –
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$77.4K +$57.2K +291 +275%
GM
709
GeoWealth Management
Illinois
$76K -$7.07K -36 -8%
QC
710
Quent Capital
New York
$72.6K – – –
TPCW
711
TD Private Client Wealth
New York
$71.9K -$20.8K -106 -22%
HGERS
712
Householder Group Estate & Retirement Specialist
Arizona
$69K -$7.86K -40 -10%
FAM
713
Fred Alger Management
New York
$66.1K +$66.6K +339 New
C
714
Covestor
United Kingdom
$63K +$1.57K +8 +3%
CYG
715
Clean Yield Group
Vermont
$58.5K +$58.9K +300 New
LS
716
Livforsakringsbolaget Skandia
Sweden
$58.4K – – –
CFGS
717
Concourse Financial Group Securities
Alabama
$57.5K -$24.6K -125 -30%
AssetMark Inc
718
AssetMark Inc
California
$55.5K +$1.18K +6 +2%
FFC
719
First Financial Corp
Indiana
$52.4K – – –
MIA
720
Milestone Investment Advisors
Wisconsin
$52K +$52.4K +267 New
SSG
721
Summit Securities Group
New York
$52K +$25.5K +130 +94%
WTC
722
WhitTier Trust Company
Nevada
$49.7K +$589 +3 +1%
PI
723
PineBridge Investments
New York
$48.1K +$35.7K +182 +280%
AWM
724
AllSquare Wealth Management
New York
$46.8K -$12.8K -65 -21%
PO
725
Private Ocean
California
$43.9K – – –