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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
626
Phoenix Wealth Advisors
North Carolina
$652K -$108K -483 -18%
CB
627
CNB Bank
Pennsylvania
$647K +$105K +471 +26%
IAIM
628
International Assets Investment Management
Florida
$644K -$1.72M -7,697 -77%
HSA
629
HBK Sorce Advisory
Pennsylvania
$644K -$197K -879 -28%
NFC
630
Northeast Financial Consultants
Connecticut
$644K +$161K +719 +45%
RSWM
631
Robertson Stephens Wealth Management
California
$644K +$516K +2,306 New
CL
632
CPWM LLC
Washington
$639K -$545K -2,436 -52%
CT
633
Chicago Trust
Illinois
$639K +$511K +2,287 New
BFS
634
Bard Financial Services
Connecticut
$629K +$5.59K +25 +1%
CCWA
635
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$628K +$502K +2,247 New
GA
636
GoalVest Advisory
New York
$627K -$59.7K -267 -11%
TP
637
Truvvo Partners
New York
$626K
NB
638
Norinchukin Bank
Japan
$625K +$92.3K +413 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
639
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$622K -$18.6K -83 -4%
MAFM
640
Mid Atlantic Financial Management
Pennsylvania
$618K +$48.1K +215 +11%
VFM
641
Vivid Financial Management
California
$615K +$16.1K +72 +3%
BMWM
642
Brown Miller Wealth Management
Virginia
$614K +$66K +295 +16%
WI
643
WrapManager Inc
California
$612K +$184K +821 +60%
HCA
644
Harbour Capital Advisors
Virginia
$609K
FFS
645
Founders Financial Securities
Maryland
$605K +$192K +858 +66%
SCA
646
Snowden Capital Advisors
New York
$601K -$33.1K -148 -6%
F
647
F3Logic
Minnesota
$598K -$51.4K -230 -10%
CGL
648
Clarius Group LLC
Washington
$597K
CWM
649
CIBC World Markets
New York
$589K -$1.12M -5,030 -70%
FFN
650
Focus Financial Network
Minnesota
$588K +$42.3K +189 +10%