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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2351
Catalyst Capital Advisors
New York
$119K -$3.08K -7 -3%
WA
2352
Wealth Advisors
California
$119K – – –
VNA
2353
Valley National Advisers
Pennsylvania
$118K +$22K +50 +23%
RCA
2354
Ranch Capital Advisors
Florida
$115K – – –
KFS
2355
Kelly Financial Services
Massachusetts
$110K +$440 +1 +0.4%
RCM
2356
Ravenstone Capital Management
$109K +$18.9K +43 +22%
CWP
2357
Concord Wealth Partners
Virginia
$106K -$58.9K -134 -36%
CB
2358
Community Bank
New York
$106K +$53.2K +121 +105%
CFFP
2359
Center for Financial Planning
Michigan
$103K – – –
FA
2360
Financial Avengers
California
$101K +$440 +1 +0.4%
HIM
2361
Hillsdale Investment Management
Ontario, Canada
$96K -$48.8K -111 -34%
MUMSS
2362
Mitsubishi UFJ Morgan Stanley Securities
Japan
$94K +$35.2K +80 +62%
EARNEST Partners
2363
EARNEST Partners
Georgia
$90K – – –
PFSC
2364
Peoples Financial Services Corp
Pennsylvania
$90K – – –
TF
2365
TimeScale Financial
Massachusetts
$90K – – –
IFAM
2366
Institutional & Family Asset Management
Colorado
$90K +$24.6K +56 +39%
FCAS
2367
First Command Advisory Services
Texas
$90K +$91.9K +209 New
IFA
2368
Interactive Financial Advisors
Illinois
$89K – – –
NR
2369
Newfound Research
Massachusetts
$86K -$14.9K -34 -15%
IAS
2370
IMA Advisory Services
Colorado
$86K – – –
AFS
2371
Annapolis Financial Services
Maryland
$86K +$19.8K +45 +31%
APWA
2372
Atlas Private Wealth Advisors
New Jersey
$85K – – –
WWMSC
2373
Wagner Wealth Management (South Carolina)
South Carolina
$81K -$13.2K -30 -15%
EIM
2374
Essex Investment Management
Massachusetts
$81K – – –
AS
2375
Altshuler Shaham
Israel
$80K -$14.5K -33 -16%