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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
1151
Concourse Financial Group Securities
Alabama
$73K +$40.2K +292 +119%
RFA
1152
Reilly Financial Advisors
California
$72K +$5.5K +40 +8%
PVH
1153
Psagot Value Holdings
Israel
$71K -$43.9K -319 -38%
PMFA
1154
Plante Moran Financial Advisors
Michigan
$71K
DSC
1155
Duncker Streett & Co
Missouri
$69K +$688 +5 +1%
CA
1156
Claro Advisors
Massachusetts
$69K +$60K +436 New
HRC
1157
Hoertkorn Richard Charles
$68K
BG
1158
Bollard Group
Massachusetts
$68K +$68.8K +500 New
SFG
1159
SevenBridge Financial Group
Pennsylvania
$66K
HDIM
1160
Hanson & Doremus Investment Management
Vermont
$62K
KPCM
1161
Kings Point Capital Management
New York
$60K
PCP
1162
Proficio Capital Partners
Massachusetts
$60K +$16.5K +120 +38%
BWP
1163
Baldwin Wealth Partners
Massachusetts
$56K -$27.5K -200 -33%
RIM
1164
Ranger Investment Management
Texas
$56K -$22.1K -161 -28%
PCIA
1165
Prime Capital Investment Advisors
Kansas
$55K -$2.57M -18,700 -98%
SIAP
1166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K +$55K +400 New
BDWM
1167
Brewin Dolphin Wealth Management
Ireland
$52.7K
MCM
1168
Manchester Capital Management
Vermont
$52K
SIM
1169
Sonora Investment Management
Arizona
$52K +$5.92K +43 +13%
FPS
1170
Fieldpoint Private Securities
Connecticut
$50K
IFAM
1171
Institutional & Family Asset Management
Colorado
$49K
Lazard Asset Management
1172
Lazard Asset Management
New York
$49K
SMFS
1173
Squar Milner Financial Services
California
$49K
NS
1174
NewDay Solutions
New Hampshire
$49K +$49.5K +360 New
AIA
1175
Alera Investment Advisors
Illinois
$49K +$49.7K +361 New