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Name Holding Trade Value Shares
Change
Change in
Stake
SG
526
Stonnington Group
California
$985K +$1.04M +5,410 New
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$984K
CMI
528
Clare Market Investments
Texas
$983K +$981K +5,097 New
AFA
529
Abacus FCF Advisors
Florida
$983K -$284K -1,474 -22%
MCM
530
Murphy Capital Management
New Jersey
$974K -$12.1K -63 -1%
ATPW
531
Ashton Thomas Private Wealth
Arizona
$972K +$118K +612 +14%
CCG
532
Ceeto Capital Group
Florida
$964K
OIM
533
Opus Investment Management
Massachusetts
$964K
IAIM
534
International Assets Investment Management
Florida
$964K +$458K +2,379 +95%
TC
535
Toews Corporation
New Jersey
$964K +$962K +5,000 New
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$959K -$28.9K -150 -3%
BC
537
Burney Company
Virginia
$958K
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$956K +$3.85K +20 +0.4%
KNW
539
Kesler Norman & Wride
Utah
$956K +$220K +1,142 +30%
SIAG
540
Signet Investment Advisory Group
Rhode Island
$955K +$27.9K +145 +3%
IAMOG
541
Investors Asset Management of Georgia
Georgia
$952K
HSA
542
HBK Sorce Advisory
Pennsylvania
$950K -$155K -805 -14%
CT
543
Caldwell Trust
Florida
$945K -$29.3K -152 -3%
RT
544
Rockland Trust
Massachusetts
$942K +$73.9K +384 +9%
MWA
545
Moser Wealth Advisors
Washington
$942K +$940K +4,884 New
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
$931K -$25.2K -131 -8%
LNC
547
Lincoln National Corp
Pennsylvania
$929K -$9.43K -49 -1%
SC
548
Scotia Capital
Ontario, Canada
$925K +$8.09K +42 +0.9%
First Manhattan
549
First Manhattan
New York
$918K -$16.6K -86 -2%
FLPIM
550
F.L. Putnam Investment Management
Massachusetts
$913K -$39.7K -206 -4%