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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1126
CX Institutional
Indiana
$129K +$3.65K +268 +3%
BFC
1127
Bedel Financial Consulting
Indiana
$125K -$1.95K -143 -2%
CWP
1128
Concord Wealth Partners
Virginia
$123K -$111K -8,124 -48%
Jones Financial Companies
1129
Jones Financial Companies
Missouri
$123K -$39K -2,866 -25%
ATC
1130
Adirondack Trust Company
New York
$120K +$11.6K +850 +14%
AIC
1131
Archer Investment Corporation
Indiana
$117K -$13.6K -1,000 -11%
HWA
1132
Heritage Wealth Advisors
Virginia
$115K +$68 +5 +0.1%
SOW
1133
State of Wyoming
Wyoming
$114K -$80.2K -5,894 -42%
LSPW
1134
Lake Street Private Wealth
Illinois
$109K +$105K +7,692 New
PWA
1135
Phoenix Wealth Advisors
North Carolina
$108K -$13.6K -1,000 -12%
TPCW
1136
TD Private Client Wealth
New York
$108K +$10.8K +796 +12%
DOA
1137
D'Orazio & Associates
Virginia
$106K +$22.1K +1,626 +28%
FWM
1138
Focused Wealth Management
New York
$105K +$8.16K +600 +9%
SIM
1139
Sonora Investment Management
Arizona
$105K +$31.7K +2,332 +46%
IFAM
1140
Institutional & Family Asset Management
Colorado
$103K -$58.5K -4,300 -37%
EDRH
1141
Edmond de Rothschild Holding
Switzerland
$102K +$98.1K +7,210 New
ACA
1142
Atlas Capital Advisors
Wyoming
$101K -$7.48K -550 -7%
FP
1143
Financial Perspectives
Minnesota
$99K +$2.08K +153 +2%
AWM
1144
AllSquare Wealth Management
New York
$98K -$10.9K -800 -10%
LWM
1145
Liberty Wealth Management
California
$94K – – –
LWCFA
1146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K +$11.6K +855 +15%
CCA
1147
Catalyst Capital Advisors
New York
$88K – – –
TCWM
1148
Total Clarity Wealth Management
Illinois
$85K +$81.3K +5,980 New
HCM
1149
Highlander Capital Management
New Jersey
$84K +$1.36K +100 +2%
AWM
1150
Accel Wealth Management
Iowa
$83K +$1.2K +88 +2%