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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$53K
GAM
627
Gemmer Asset Management
California
$52K
BWM
628
Baystate Wealth Management
Massachusetts
$50K +$23.8K +474 +92%
CHA
629
Carmichael Hill & Associates
Maryland
$44K
AA
630
Ancora Advisors
Ohio
$43K
TIM
631
Tortoise Investment Management
New York
$41K
HR
632
Howe & Rusling
New York
$40K
IF
633
Ironwood Financial
Arizona
$40K
JGIA
634
Jackson Grant Investment Advisers
Connecticut
$40K
SWA
635
SOA Wealth Advisors
New York
$39K -$13.6K -272 -26%
SBL
636
Sargent Bickham Lagudis
Colorado
$36K
HI
637
Hudock Inc
Pennsylvania
$35K
AIM
638
Anchor Investment Management
South Carolina
$34.3K
OIA
639
Optimum Investment Advisors
Illinois
$34K -$9.68K -193 -22%
TF
640
TimeScale Financial
Massachusetts
$34K
TWM
641
Tradition Wealth Management
Minnesota
$33K
MMG
642
Monetary Management Group
Missouri
$32K
SN
643
Sittner & Nelson
Oregon
$32K
TFGT
644
TS Financial Group (TSFG)
Illinois
$32K
CT
645
Caldwell Trust
Florida
$32K
HCM
646
Highlander Capital Management
New Jersey
$31K +$29.7K +592 +2,960%
GCM
647
Gables Capital Management
Florida
$30K
TFIPS
648
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.9K +$29.7K +592 New
CFFP
649
Center for Financial Planning
Michigan
$29K
JEST
650
JTC Employer Solutions Trustee
Jersey
$29K +$28.5K +568 New