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Name Holding Trade Value Shares
Change
Change in
Stake
ST
701
Smithfield Trust
Pennsylvania
$7K
BWM
702
BerganKDV Wealth Management
Minnesota
$7K +$971 +12 +10%
FCG
703
Financial Connections Group
California
$7K +$10.8K +134 New
PP
704
PFS Partners
New Jersey
$6.03K +$8.5K +105 New
JWA
705
JFS Wealth Advisors
Pennsylvania
$6K -$486 -6 -5%
AA
706
Addison Advisors
Vermont
$6K
HPC
707
HM Payson & Co
Maine
$6K
LFA
708
Level Financial Advisors
New York
$6K +$405 +5 +5%
NC
709
NewSquare Capital
Pennsylvania
$6K +$8.1K +100 New
CWP
710
Concord Wealth Partners
Virginia
$5K -$17.5K -216 -72%
EARNEST Partners
711
EARNEST Partners
Georgia
$5K
LCM
712
Logan Capital Management
Pennsylvania
$5K
MIM
713
Macroview Investment Management
Maryland
$5K
CFB
714
Cullen/Frost Bankers
Texas
$5K +$6.56K +81 New
SAM
715
Strategic Asset Management
Minnesota
$4K -$971 -12 -14%
MS
716
Mizuho Securities
Japan
$4K -$81 -1 -3%
BWM
717
Baystate Wealth Management
Massachusetts
$4K
DWA
718
Delos Wealth Advisors
Texas
$4K
HWM
719
HighMark Wealth Management
Minnesota
$4K
TFM
720
TFC Financial Management
Massachusetts
$4K
SSB
721
Sandy Spring Bank
Maryland
$4K +$324 +4 +6%
ZIG
722
Zullo Investment Group
Pennsylvania
$4K +$1.21K +15 +27%
TPCW
723
TD Private Client Wealth
New York
$3.33K -$2.51K -31 -35%
FSWA
724
Financial Synergies Wealth Advisors
Texas
$3.04K +$4.29K +53 New
PCG
725
Private Capital Group
Connecticut
$3K -$3.32K -41 -48%