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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
801
Csenge Advisory Group
Florida
$200K +$204K +3,987 New
WR
802
WD Rutherford
Oregon
$183K +$186K +3,644 New
MSFP
803
Mark Sheptoff Financial Planning
Connecticut
$181K
BFEC
804
Benjamin F. Edwards & Company
Missouri
$176K -$44.9K -880 -20%
APP
805
Alpha Paradigm Partners
Illinois
$175K +$178K +3,492 New
TPCW
806
TD Private Client Wealth
New York
$174K +$13.9K +273 +9%
MIM
807
Meridiem Investment Management
United Kingdom
$165K +$167K +3,275 New
HPC
808
HM Payson & Co
Maine
$160K
HIIFS
809
Harel Insurance Investments & Financial Services
Israel
$156K -$6.08K -119 -10%
APA
810
American Portfolios Advisors
New York
$155K +$5.05K +99 +3%
WTC
811
WhitTier Trust Company
Nevada
$148K -$8.37K -164 -5%
PWA
812
Phoenix Wealth Advisors
North Carolina
$147K +$149K +2,926 New
PWPS
813
Pinnacle Wealth Planning Services
Ohio
$142K +$144K +2,813 New
CIAS
814
CBIZ Investment Advisory Services
Ohio
$140K
TC
815
Truvestments Capital
Florida
$136K +$139K +2,713 New
FF
816
FourThought Financial
Florida
$135K +$138K +2,697 New
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K -$30.8K -603 -19%
NIM
818
NuWave Investment Management
New Jersey
$129K +$129K +2,517 +5,593%
ADL
819
Asset Dedication LLC
California
$128K +$5.82K +114 +5%
NL
820
NKCFO LLC
Illinois
$126K
BDWM
821
Brewin Dolphin Wealth Management
Ireland
$126K
EAM
822
Eagle Asset Management
Florida
$122K -$4.13M -80,949 -96%
FMT
823
First Mercantile Trust
Tennessee
$119K -$194K -3,805 -62%
EW
824
Evoke Wealth
California
$119K +$3.93K +77 +3%
BCA
825
Berman Capital Advisors
Georgia
$115K +$2.45K +48 +2%