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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
701
Parkside Financial Bank & Trust
Missouri
$9K +$2.48K +30 +43%
MOS
702
MGO One Seven
Ohio
$9K +$7.94K +96 New
IWP
703
Icon Wealth Partners
Texas
$9K +$8.27K +100 New
HR
704
Howe & Rusling
New York
$8K -$910 -11 -11%
SIAS
705
Shine Investment Advisory Services
Colorado
$8K +$744 +9 +11%
TFO
706
Tarbox Family Office
California
$7K +$910 +11 +16%
GFP
707
Gryphon Financial Partners
Ohio
$7K +$6.37K +77 New
MFW
708
Mosaic Family Wealth
Missouri
$7K +$6.45K +78 New
BWM
709
Baystate Wealth Management
Massachusetts
$6K
HIM
710
Hillsdale Investment Management
Ontario, Canada
$6K
LWCFA
711
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
APA
712
American Portfolios Advisors
New York
$5.33K +$4.8K +58 New
TCM
713
Tradewinds Capital Management
Washington
$5K
ME
714
McIlrath & Eck
Washington
$5K +$4.55K +55 New
BCI
715
Brinker Capital Investments
Pennsylvania
$4K
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.31K +40 New
OC
717
Oakworth Capital
Alabama
$3K -$18.8K -227 -87%
CCM
718
Cribstone Capital Management
Maine
$3K +$2.48K +30 New
SFSIG
719
San Francisco Sentry Investment Group
California
$2K
SA
720
SRH Advisors
Kansas
$2K
WAM
721
Watermark Asset Management
California
$2K
LWA
722
Lenox Wealth Advisors
New York
$2K +$2.23K +27 New
CFD
723
Creative Financial Designs
Indiana
$1K -$1.57K -19 -54%
FA
724
Fortis Advisors
Pennsylvania
$1K
MWM
725
MinichMacGregor Wealth Management
New York
$1K