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Name Holding Trade Value Shares
Change
Change in
Stake
ME
1076
McIlrath & Eck
Washington
$67K
PWMG
1077
Prestige Wealth Management Group
New Jersey
$64K +$1.73K +9 +3%
HIA
1078
Harbor Investment Advisory
Maryland
$61K -$7.12K -37 -10%
JGIA
1079
Jackson Grant Investment Advisers
Connecticut
$60K -$4.43K -23 -7%
PSIWM
1080
Paradigm Strategies in Wealth Management
Minnesota
$60K +$59.7K +310 New
TC
1081
Trust Company
Kansas
$58K -$5.2K -27 -8%
FWM
1082
Filbrandt Wealth Management
Wisconsin
$58K
LF
1083
Lee Financial
Texas
$58K
APC
1084
Aspire Private Capital
North Carolina
$58K +$577 +3 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1085
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K -$15K -78 -21%
PCG
1086
Private Capital Group
Connecticut
$55K -$5.78K -30 -10%
TF
1087
Tompkins Financial
New York
$54K -$1.35K -7 -2%
BCA
1088
Bray Capital Advisors
Florida
$53K
NC
1089
NewSquare Capital
Pennsylvania
$51K -$2.76M -14,353 -98%
DAM
1090
Delta Asset Management
Tennessee
$51K
GAM
1091
Gemmer Asset Management
California
$50K
COCM
1092
Charter Oak Capital Management
New Hampshire
$49K
GFPC
1093
Global Financial Private Client
Florida
$48.2K
TIM
1094
Tortoise Investment Management
New York
$48K +$4.81K +25 +11%
PCTC
1095
Perkins Coie Trust Company
Washington
$45K
TWM
1096
Tradition Wealth Management
Minnesota
$45K +$192 +1 +0.4%
AA
1097
AlphaCentric Advisors
Puerto Rico
$44K -$1.35K -7 -3%
MIFH
1098
Migdal Insurance & Financial Holdings
Israel
$44K +$16K +83 +57%
CLOS
1099
Compagnie Lombard Odier SCmA
Switzerland
$41K
SFMG
1100
Sage Financial Management Group
Virginia
$39K +$38.5K +200 New