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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
626
Focused Wealth Management
New York
$101K
CFG
627
CKW Financial Group
Hawaii
$93K
PHK
628
Point72 Hong Kong
Hong Kong
$90K -$3.27K -25 -4%
BIG
629
Bellwether Investment Group
Tennessee
$90K +$87.5K +669 New
VNA
630
Valley National Advisers
Pennsylvania
$89K
HI
631
Hudock Inc
Pennsylvania
$87K
MWM
632
Mascoma Wealth Management
New Hampshire
$87K +$85.2K +651 New
BFEC
633
Benjamin F. Edwards & Company
Missouri
$82K
MCM
634
Manchester Capital Management
Vermont
$81K
RS
635
Robeco Schweiz
Switzerland
$81K
PA
636
Parallel Advisors
California
$81K +$79K +604 New
AIS
637
Accurate Investment Solutions
Pennsylvania
$80K
CWM
638
Cedar Wealth Management
California
$80K
FO
639
FT Options
Illinois
$80K +$78.5K +600 New
TCOV
640
Trust Company of Vermont
Vermont
$79K
SWA
641
Sutton Wealth Advisors
Florida
$77.4K -$785 -6 -1%
SHJ
642
Sharkey, Howes & Javer
Colorado
$77K
PMFA
643
Plante Moran Financial Advisors
Michigan
$75K -$6.8K -52 -8%
M
644
MOTCO
Texas
$70K
AssetMark Inc
645
AssetMark Inc
California
$70K +$5.89K +45 +9%
EDRH
646
Edmond de Rothschild Holding
Switzerland
$67K
TWA
647
TCI Wealth Advisors
Arizona
$66K -$30.2K -231 -32%
FHA
648
First Horizon Advisors
Tennessee
$63K
CAW
649
Cornerstone Advisors (Washington)
Washington
$63K +$9.03K +69 +17%
EWM
650
Evercore Wealth Management
New York
$61K +$26.4K +202 +79%