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Name Holding Trade Value Shares
Change
Change in
Stake
AF
876
Advisornet Financial
Minnesota
$203K +$856 +12 +0.4%
TF
877
Trek Financial
Arizona
$201K +$215K +3,016 New
RCG
878
Regatta Capital Group
California
$201K +$216K +3,026 New
MSFP
879
Mark Sheptoff Financial Planning
Connecticut
$200K
BFM
880
Boston Financial Management
Massachusetts
$200K +$714 +10 +0.3%
CA
881
Cornerstone Advisory
Maryland
$196K +$210K +2,938 New
WTC
882
WhitTier Trust Company
Nevada
$187K -$13.5K -189 -6%
CFGS
883
Concourse Financial Group Securities
Alabama
$184K +$16.5K +231 +9%
JFGIW
884
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K +$17.8K +249 +11%
Koshinski Asset Management
885
Koshinski Asset Management
Illinois
$166K -$102K -1,423 -36%
BDWM
886
Brewin Dolphin Wealth Management
Ireland
$166K
CWS
887
Confluence Wealth Services
Pennsylvania
$165K +$177K +2,484 New
ADL
888
Asset Dedication LLC
California
$157K -$23.1K -324 -12%
CT
889
Cambridge Trust
Massachusetts
$153K +$164K +2,304 New
FF
890
FourThought Financial
Florida
$151K -$5.92K -83 -4%
SWA
891
SOA Wealth Advisors
New York
$142K +$71 +1 +0%
Manulife (Manufacturers Life Insurance)
892
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$141K -$9.68M -135,583 -6%
BWA
893
BDO Wealth Advisors
Florida
$139K
QC
894
Quent Capital
New York
$137K +$147K +2,059 New
AS
895
Altshuler Shaham
Israel
$135K -$41.3K -579 -22%
CCM
896
Cribstone Capital Management
Maine
$133K
HIA
897
Harbor Investment Advisory
Maryland
$129K +$4.42K +62 +3%
MC
898
Maverick Capital
Texas
$123K -$155K -2,167 -54%
ZIG
899
Zullo Investment Group
Pennsylvania
$115K +$124K +1,736 New
FPS
900
Fieldpoint Private Securities
Connecticut
$114K +$114K +1,601 +1,368%