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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
726
Creative Financial Designs
Indiana
$155K – – –
CB
727
Community Bank
New York
$154K – – –
FGC
728
Financial Gravity Companies
Texas
$144K +$56.9K +293 +54%
FGAM
729
Financial Gravity Asset Management
Texas
$144K +$162K +833 New
HDIM
730
Hanson & Doremus Investment Management
Vermont
$137K – – –
FFC
731
First Financial Corp
Indiana
$134K -$36.3K -187 -19%
BFEC
732
Benjamin F. Edwards & Company
Missouri
$127K – – –
FWM
733
Focused Wealth Management
New York
$127K – – –
BWM
734
Baystate Wealth Management
Massachusetts
$126K – – –
EWM
735
Elmwood Wealth Management
California
$117K +$136K +700 New
FCMT
736
Founders Capital Management (Texas)
Texas
$117K – – –
SF
737
Synovus Financial
Georgia
$115K +$131K +672 New
S
738
SignatureFD
Georgia
$115K +$134K +688 New
EDRH
739
Edmond de Rothschild Holding
Switzerland
$114K +$38.5K +198 +41%
WEC
740
Winslow Evans & Crocker
Massachusetts
$113K – – –
VNA
741
Valley National Advisers
Pennsylvania
$112K -$1.55K -8 -1%
MWM
742
Mascoma Wealth Management
New Hampshire
$109K – – –
ABA
743
American Beacon Advisors
Texas
$107K – – –
MCM
744
Manchester Capital Management
Vermont
$102K – – –
PA
745
Parallel Advisors
California
$101K -$39.5K -203 -25%
AWM
746
Aevitas Wealth Management
Massachusetts
$101K -$38.9K -200 -25%
AIS
747
Accurate Investment Solutions
Pennsylvania
$101K -$7.77K -40 -6%
CWM
748
Cedar Wealth Management
California
$101K – – –
CFG
749
CKW Financial Group
Hawaii
$99K – – –
AIS
750
AlphaOne Investment Services
Pennsylvania
$99K +$108K +558 +1,860%