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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
951
Estabrook Capital Management
New York
$88.1K – – –
JWA
952
JFS Wealth Advisors
Pennsylvania
$87K – – –
RCAG
953
Rehmann Capital Advisory Group
Michigan
$86K -$2.56K -14 -3%
IF
954
Ironwood Financial
Arizona
$86K -$15.3K -84 -14%
AIA
955
Alera Investment Advisors
Illinois
$86K -$7.67K -42 -7%
HI
956
Human Investing
Oregon
$85K – – –
PFPT
957
Pinnacle Financial Partners (Tennessee)
Tennessee
$84K -$247K -1,353 -72%
PWMG
958
Prestige Wealth Management Group
New Jersey
$84K -$18.6K -102 -16%
IBOK
959
Independence Bank of Kentucky
Kentucky
$84K +$95.9K +525 New
TFO
960
Tarbox Family Office
California
$83K -$3.65K -20 -4%
JCM
961
Jacobi Capital Management
Pennsylvania
$83K – – –
RCM
962
Riverpark Capital Management
New York
$82K – – –
FPS
963
Fieldpoint Private Securities
Connecticut
$82K +$26.7K +146 +40%
Walleye Capital
964
Walleye Capital
New York
$81K +$92.4K +506 New
LC
965
Lindbrook Capital
California
$80K -$10.4K -57 -10%
BHWM
966
Bay Harbor Wealth Management
Maryland
$80K – – –
SMFS
967
Squar Milner Financial Services
California
$80K +$9.31K +51 +11%
IA
968
IFP Advisors
Florida
$76K -$474K -2,593 -85%
CIM
969
Cambria Investment Management
California
$72K +$82.2K +450 New
IDBONY
970
Israel Discount Bank of New York
New York
$70K +$80K +438 New
CIAS
971
Capital Investment Advisory Services
North Carolina
$69K -$51.5K -282 -39%
AWMF
972
Arbor Wealth Management (Florida)
Florida
$68K – – –
BBA
973
Braun-Bostich & Associates
Pennsylvania
$67K -$24.7K -135 -24%
WOC
974
West Oak Capital
California
$65K -$6.58K -36 -8%
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$63.8K +$23.7K +130 +49%