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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
926
Transamerica Financial Advisors
Florida
$93K +$5.9K +352 +6%
JIC
927
Joel Isaacson & Co
New York
$86K +$63.8K +3,803 +216%
BBPWM
928
Blue Bell Private Wealth Management
Pennsylvania
$85K +$92.6K +5,523 New
EFSCE
929
Enterprise Financial Services Corp (EFSC)
Missouri
$84K – – –
BCI
930
Brinker Capital Investments
Pennsylvania
$83K -$7.11K -424 -7%
FWM
931
Focused Wealth Management
New York
$81K -$10.4K -618 -10%
EMA
932
Efficient Market Advisors
California
$77K – – –
IRS
933
Invictus RG (Singapore)
Singapore
$72K -$5.75K -343 -7%
GGPS
934
Gary Goldberg Planning Services
New York
$71K +$352 +21 +0.5%
NC
935
NewSquare Capital
Pennsylvania
$69K -$11.3K -671 -13%
HF
936
Hoxton Financial
West Virginia
$66K -$4.21K -251 -6%
BC
937
Bartlett & Co
Ohio
$60K -$21.8K -1,300 -25%
GI
938
Gradient Investments
Minnesota
$59K +$28.4K +1,694 +78%
FBT
939
Founders Bank & Trust
Michigan
$58K -$42.9K -2,561 -39%
EWM
940
Edge Wealth Management
New York
$56K – – –
CEMP
941
Compass Efficient Model Portfolios
Tennessee
$56K +$50.7K +3,021 +484%
BWFA
942
Baltimore-Washington Financial Advisors
Maryland
$54K +$16.8K +1,000 +40%
Fuller & Thaler Asset Management
943
Fuller & Thaler Asset Management
California
$51K – – –
TWM
944
Torch Wealth Management
Ohio
$51K +$55.3K +3,300 New
MUMSS
945
Mitsubishi UFJ Morgan Stanley Securities
Japan
$50K +$26.5K +1,580 +93%
WC
946
Whitnell & Co
Illinois
$46K – – –
BOK
947
Bank of Kentucky
Kentucky
$44K – – –
HRC
948
Hoertkorn Richard Charles
$43K +$47K +2,800 New
DBT
949
Dubuque Bank & Trust
Iowa
$42K – – –
WOC
950
West Oak Capital
California
$40.8K – – –