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Name Holding Trade Value Shares
Change
Change in
Stake
AA
876
Apriem Advisors
California
$112K +$7.85K +507 +8%
TWA
877
TCI Wealth Advisors
Arizona
$110K -$1.95K -126 -2%
JWM
878
Jacobus Wealth Management
Wisconsin
$109K – – –
CFS
879
Community Financial System
New York
$100K – – –
PFA
880
Paradigm Financial Advisors
Missouri
$99K – – –
HCM
881
Horrell Capital Management
Arkansas
$97K – – –
FBT
882
Founders Bank & Trust
Michigan
$88K +$25.8K +1,670 +42%
JIC
883
Joel Isaacson & Co
New York
$87K +$62 +4 +0.1%
CPP
884
Crow Point Partners
Massachusetts
$87K +$86.7K +5,600 New
BBPWM
885
Blue Bell Private Wealth Management
Pennsylvania
$86K +$62 +4 +0.1%
EFSCE
886
Enterprise Financial Services Corp (EFSC)
Missouri
$85K +$418 +27 +0.5%
BCI
887
Brinker Capital Investments
Pennsylvania
$84K – – –
TWM
888
Torch Wealth Management
Ohio
$83K +$30.9K +2,000 +61%
AWM
889
Avior Wealth Management
Nebraska
$81K +$80.5K +5,200 New
RAM
890
RWC Asset Management
United Kingdom
$80K +$79.3K +5,126 New
EMA
891
Efficient Market Advisors
California
$78K – – –
WA
892
Waverly Advisors
Alabama
$75K -$136K -8,779 -65%
FWM
893
Focused Wealth Management
New York
$73K -$9.56K -618 -12%
GGPS
894
Gary Goldberg Planning Services
New York
$72K +$449 +29 +0.6%
CFSG
895
Community Financial Services Group
Vermont
$71K +$70K +4,525 New
NC
896
NewSquare Capital
Pennsylvania
$70K – – –
AR
897
Advisory Research
Illinois
$70K +$69.5K +4,489 New
IMS
898
Index Management Solutions
Pennsylvania
$69K +$43.7K +2,822 +178%
BC
899
Bartlett & Co
Ohio
$62K +$1.55K +100 +3%
PWAG
900
Polaris Wealth Advisory Group
California
$61K +$44.7K +2,886 +289%