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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1701
Klingman & Associates
New York
$115K – – –
HPBT
1702
High Point Bank & Trust
North Carolina
$113K – – –
SHJ
1703
Sharkey, Howes & Javer
Colorado
$111K +$51 +2 +0.1%
BKA
1704
Brick & Kyle Associates
Pennsylvania
$109K -$12.9K -500 -12%
RP
1705
Rowlandmiller & Partners
Georgia
$108K +$97.8K +3,803 New
CFG
1706
CKW Financial Group
Hawaii
$100K – – –
FMP
1707
Financial Management Professionals
Texas
$99K – – –
RAM
1708
Riggs Asset Management
Pennsylvania
$95K – – –
BWP
1709
Baldwin Wealth Partners
Massachusetts
$93K -$1.56M -60,689 -95%
GBT
1710
Grove Bank & Trust
Florida
$87K – – –
MA
1711
MCF Advisors
Kentucky
$86K +$23.6K +916 +44%
MSFP
1712
Mark Sheptoff Financial Planning
Connecticut
$85K – – –
CFN
1713
Cordasco Financial Network
Florida
$83K – – –
LWM
1714
Lenox Wealth Management
Ohio
$81K -$14.8K -576 -17%
PIM
1715
Parasol Investment Management
Illinois
$77K +$15.4K +600 +29%
BWA
1716
Burt Wealth Advisors
Maryland
$72K +$978 +38 +2%
KT
1717
Kanaly Trust
Texas
$64K -$206 -8 -0.4%
AIM
1718
Arcadia Investment Management
Michigan
$64K – – –
SLF
1719
Sun Life Financial
Ontario, Canada
$63.8K +$57.6K +2,240 New
GXMC
1720
Global X Management Company
New York
$60K +$31.7K +1,231 +141%
DPA
1721
Delphi Private Advisors
California
$58K -$5.38K -209 -9%
AWM
1722
Avior Wealth Management
Nebraska
$54K +$20.9K +811 +76%
DOA
1723
D'Orazio & Associates
Virginia
$54K +$21.4K +830 +75%
WOC
1724
West Oak Capital
California
$51.2K – – –
RI
1725
Redwood Investments
Massachusetts
$51K – – –