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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1076
Evolution Wealth Management
Florida
$16.5K +$16.4K +189 New
SIS
1077
Sound Income Strategies
Florida
$16.3K +$3.55K +41 +30%
FHA
1078
Flagship Harbor Advisors
Massachusetts
$16K -$563K -6,509 -97%
UFF
1079
USA Financial Formulas
Michigan
$15.5K -$461K -5,325 -97%
JSAM
1080
J. Safra Asset Management
New York
$15.5K +$15.4K +178 New
SR
1081
Swiss Re
Switzerland
$15.4K +$15.3K +177 New
HFM
1082
Hartford Financial Management
Connecticut
$15.2K
MWM
1083
Mascoma Wealth Management
New Hampshire
$15.1K
AEPWM
1084
Atlantic Edge Private Wealth Management
Florida
$15K
BP
1085
BNP Paribas
France
$15K
PWMG
1086
Prestige Wealth Management Group
New Jersey
$14.8K +$3.03K +35 +26%
KAS
1087
Kemnay Advisory Services
New York
$14.7K +$14.6K +169 New
BC
1088
Barrett & Company
Rhode Island
$14.7K
ACA
1089
American Capital Advisory
Idaho
$14.6K +$87 +1 +0.6%
FPF
1090
First Pacific Financial
Washington
$14.4K -$39K -451 -73%
LFASL
1091
Lugano Financial Advisors SA (LFA)
Switzerland
$14.4K
JFA
1092
JNBA Financial Advisors
Minnesota
$14.3K +$1.13K +13 +9%
RF
1093
Rossby Financial
Florida
$14.1K +$3.29K +38 +31%
APW
1094
Aventura Private Wealth
Florida
$13.9K -$3.03K -35 -18%
SIS
1095
Strategic Investment Solutions
Illinois
$13.7K
AFG
1096
Albion Financial Group
Utah
$13.2K
GAMC
1097
Garner Asset Management Corp
Texas
$13.1K +$13K +150 New
OC
1098
Oakworth Capital
Alabama
$12.1K
TCM
1099
Triumph Capital Management
Colorado
$12K +$11.9K +137 New
KFI
1100
Key Financial Inc
Pennsylvania
$11.8K