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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1001
Clear Perspective Advisors
Illinois
$78K +$73.4K +575 New
PMFA
1002
Plante Moran Financial Advisors
Michigan
$76K -$12.6K -99 -15%
RFWA
1003
RPg Family Wealth Advisory
Massachusetts
$73.2K
WAM
1004
Watermark Asset Management
California
$70K
B
1005
Bridgeworth
Alabama
$70K +$65.7K +515 New
GSC
1006
G&S Capital
Colorado
$68K
HRC
1007
Hoertkorn Richard Charles
$68K
DSC
1008
Duncker Streett & Co
Missouri
$68K +$12.8K +100 +25%
HCM
1009
Highlander Capital Management
New Jersey
$68K +$63.8K +500 New
LWM
1010
Lenox Wealth Management
Ohio
$66K -$2.04K -16 -3%
RFA
1011
Reilly Financial Advisors
California
$66K
SFG
1012
SevenBridge Financial Group
Pennsylvania
$66K +$10.8K +85 +21%
HI
1013
Hudock Inc
Pennsylvania
$65K -$18.4K -144 -23%
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$61K
FPFS
1015
First Personal Financial Services
North Carolina
$60K -$191K -1,501 -77%
KPCM
1016
Kings Point Capital Management
New York
$60K
RE
1017
RBC Europe
United Kingdom
$59.1K +$1.91K +15 +4%
GFP
1018
Gryphon Financial Partners
Ohio
$58K +$25.1K +197 +86%
AA
1019
Apriem Advisors
California
$58K +$54.2K +425 New
DWM
1020
Destination Wealth Management
California
$57K -$35.7K -280 -40%
Cohen & Steers
1021
Cohen & Steers
New York
$56K -$1.53K -12 -3%
BWP
1022
Baldwin Wealth Partners
Massachusetts
$56K
BDWM
1023
Brewin Dolphin Wealth Management
Ireland
$52.5K
MCM
1024
Manchester Capital Management
Vermont
$52K +$10.2K +80 +27%
AF
1025
Advisornet Financial
Minnesota
$51K +$8.29K +65 +21%