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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
1076
Old Port Advisors
Maine
$233K +$211K +1,175 New
ST
1077
Smithfield Trust
Pennsylvania
$233K -$58.8K -327 -22%
HCM
1078
Hengehold Capital Management
Ohio
$233K -$38.1K -212 -15%
PFGIA
1079
Patriot Financial Group Insurance Agency
Massachusetts
$232K +$211K +1,172 New
Jones Financial Companies
1080
Jones Financial Companies
Missouri
$232K +$87.2K +485 +71%
FA
1081
Fiduciary Alliance
South Carolina
$231K +$210K +1,165 New
VV
1082
Verity & Verity
South Carolina
$230K +$208K +1,159 New
IA
1083
Insight Advisors
Pennsylvania
$229K +$208K +1,156 New
CS
1084
Cannell & Spears
New York
$228K +$207K +1,150 New
LNB
1085
Ledyard National Bank
$227K -$46.8K -260 -19%
PL
1086
Plancorp LLC
Missouri
$227K +$205K +1,142 New
BFP
1087
Beacon Financial Planning
Massachusetts
$226K +$205K +1,141 New
VPP
1088
Vertex Planning Partners
Illinois
$223K +$202K +1,123 New
EFS
1089
Essex Financial Services
Connecticut
$222K +$201K +1,118 New
BTWM
1090
Baker Tilly Wealth Management
Wisconsin
$221K -$23.6K -131 -11%
IFWM
1091
Institute for Wealth Management
Colorado
$221K +$200K +1,114 New
CWP
1092
Concord Wealth Partners
Virginia
$220K -$12K -67 -6%
BOM
1093
Bank of Marin
California
$220K -$41.5K -231 -17%
HG
1094
Harbor Group
New Hampshire
$220K +$199K +1,109 New
Wolverine Trading
1095
Wolverine Trading
Illinois
$220K +$199K +1,109 New
PCM
1096
Prelude Capital Management
New York
$220K -$28.2K -157 -12%
B
1097
Bellecapital
Switzerland
$218K +$198K +1,100 New
WA
1098
WBH Advisory
Maryland
$218K +$198K +1,100 New
CB
1099
Community Bank
New York
$218K
WAP
1100
Wealthcare Advisory Partners
Pennsylvania
$217K +$197K +1,094 New