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Name Holding Trade Value Shares
Change
Change in
Stake
CP
676
Corbenic Partners
Pennsylvania
$27K
HR
677
Howe & Rusling
New York
$25K
AssetMark Inc
678
AssetMark Inc
California
$24K -$992K -44,129 -97%
AF
679
Arrow Financial
New York
$24K
EDRH
680
Edmond de Rothschild Holding
Switzerland
$24K
GWM
681
Gupta Wealth Management
California
$24K +$2.11K +94 +9%
BWFA
682
Baltimore-Washington Financial Advisors
Maryland
$23K -$9.42K -419 -28%
PMFA
683
Plante Moran Financial Advisors
Michigan
$22K -$1.15K -51 -5%
OC
684
Oakworth Capital
Alabama
$22K
ZB
685
Zions Bancorporation
Utah
$22K +$24.3K +1,082 New
BWA
686
Burt Wealth Advisors
Maryland
$20K
CFN
687
Cordasco Financial Network
Florida
$19K
HDIM
688
Hanson & Doremus Investment Management
Vermont
$19K
TSW
689
Thompson Siegel & Walmsley
Virginia
$19K
MUS
690
Mitsubishi UFJ Securities
Japan
$18K
KPCM
691
Kings Point Capital Management
New York
$17K
MAS
692
Madden Advisory Services
Florida
$17K
JIC
693
Joel Isaacson & Co
New York
$17K +$2.56K +114 +17%
CFA
694
Carroll Financial Associates
North Carolina
$17K +$4.2K +187 +29%
FAM
695
Formidable Asset Management
Ohio
$16K
SHJ
696
Sharkey, Howes & Javer
Colorado
$16K +$17K +756 New
TSU
697
TD Securities (USA)
New York
$15K -$11M -488,328 -100%
LWA
698
Lowe Wealth Advisors
Maryland
$15K
UFA
699
US Financial Advisors
Massachusetts
$15K +$3.31K +147 +27%
RPG
700
Risk Paradigm Group
Texas
$14.8K