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Name Holding Trade Value Shares
Change
Change in
Stake
BC
876
Bartlett & Co
Ohio
$47K -$1.26K -8 -3%
MA
877
MCF Advisors
Kentucky
$46.1K
RFA
878
Resurgent Financial Advisors
Georgia
$45.7K +$43.6K +276 New
DCM
879
Dupont Capital Management
Delaware
$44.6K +$19.3K +122 +83%
HMS
880
Hanseatic Management Services
New Mexico
$44K
MPWT
881
MassMutual Private Wealth & Trust
Connecticut
$44K +$16.3K +103 +64%
PFBT
882
Parkside Financial Bank & Trust
Missouri
$42.4K +$1.74K +11 +4%
CT
883
Caldwell Trust
Florida
$41.6K
IHWM
884
Iron Horse Wealth Management
Iowa
$41K +$39.5K +250 New
MWC
885
MBM Wealth Consultants
Missouri
$41K +$39.8K +252 New
POIA
886
Pin Oak Investment Advisors
Texas
$40K
CLOS
887
Compagnie Lombard Odier SCmA
Switzerland
$39K +$37.4K +237 New
ECM
888
Estabrook Capital Management
New York
$36K
FWM
889
Focused Wealth Management
New York
$33.5K
ZIG
890
Zullo Investment Group
Pennsylvania
$33.5K -$7.11K -45 -18%
FSWA
891
Financial Synergies Wealth Advisors
Texas
$33.1K
PAI
892
Pittenger & Anderson Inc
Nebraska
$33K
CSWM
893
Cassady Schiller Wealth Management
Ohio
$31.8K +$30.3K +192 New
BWM
894
BerganKDV Wealth Management
Minnesota
$30.8K -$158 -1 -0.5%
BWAM
895
Boyd Watterson Asset Management
Ohio
$29.3K +$28K +177 New
HDIM
896
Hanson & Doremus Investment Management
Vermont
$29K -$4.74K -30 -15%
HGERS
897
Householder Group Estate & Retirement Specialist
Arizona
$29K
CA
898
Crewe Advisors
Utah
$29K -$9.32K -59 -25%
LC
899
Lindbrook Capital
California
$28K -$9.64K -61 -27%
PWMG
900
Prestige Wealth Management Group
New Jersey
$24.4K -$2.37K -15 -9%