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Name Holding Trade Value Shares
Change
Change in
Stake
CS
626
Comerica Securities
Michigan
$885K -$197K -1,747 -19%
IFWM
627
Institute for Wealth Management
Colorado
$880K +$5.54K +49 +0.7%
SFI
628
SPC Financial Inc
Maryland
$878K -$22.6K -200 -3%
DA
629
Doliver Advisors
Texas
$878K +$216K +1,910 +35%
SFA
630
Sequoia Financial Advisors
Ohio
$869K +$64.8K +573 +9%
PA
631
PFG Advisors
Arizona
$858K +$5.88K +52 +0.7%
PSUF
632
People's United Financial
Connecticut
$856K -$552K -4,883 -41%
AAM
633
Azzad Asset Management
Virginia
$852K +$36K +319 +5%
PCM
634
Prelude Capital Management
New York
$851K +$675K +5,970 +537%
EWM
635
Evermay Wealth Management
Virginia
$850K -$127K -1,124 -14%
CFA
636
Carroll Financial Associates
North Carolina
$841K -$2.49K -22 -0.3%
OF
637
Outfitter Financial
Maine
$841K +$791K +7,000 New
LIM
638
Longfellow Investment Management
Massachusetts
$836K +$784K +6,940 New
PWM
639
Palumbo Wealth Management
New York
$834K +$785K +6,943 New
NB
640
Northwest Bancshares
Pennsylvania
$832K -$104K -918 -12%
FCCM
641
First City Capital Management
Georgia
$830K -$1.04M -9,180 -58%
OIA
642
Optimum Investment Advisors
Illinois
$830K -$11.3K -100 -1%
CS
643
Capital Square
Tennessee
$830K
RC
644
Roundview Capital
New Jersey
$830K +$781K +6,908 New
CBT
645
CoreFirst Bank & Trust
Kansas
$828K +$778K +6,888 New
BRWA
646
B. Riley Wealth Advisors
Florida
$824K -$28.3K -250 -4%
ADL
647
Asset Dedication LLC
California
$817K +$14.9K +132 +2%
MGIM
648
M&G Investment Management
United Kingdom
$812K +$79.6K +704 +12%
SC
649
SRB Corp
Massachusetts
$809K +$106K +942 +16%
PFC
650
Phocas Financial Corp
California
$806K