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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1101
Kelly Financial Services
Massachusetts
$20.2K
MPWT
1102
MassMutual Private Wealth & Trust
Connecticut
$20K -$29.6K -210 -56%
JWA
1103
JFS Wealth Advisors
Pennsylvania
$20K +$6.19K +44 +37%
JFA
1104
JNBA Financial Advisors
Minnesota
$20K +$14.8K +105 +175%
SFG
1105
Sowa Financial Group
Rhode Island
$18K
PAI
1106
Pittenger & Anderson Inc
Nebraska
$17K -$369K -2,622 -95%
SLF
1107
Sun Life Financial
Ontario, Canada
$17K
WAS
1108
Winch Advisory Services
Wisconsin
$17K +$141 +1 +0.7%
PWMG
1109
Prestige Wealth Management Group
New Jersey
$17K +$19.7K +140 New
AT
1110
Arden Trust
Delaware
$17K +$20.4K +145 New
Loomis, Sayles & Company
1111
Loomis, Sayles & Company
Massachusetts
$16K -$55K -391 -75%
KPW
1112
Kore Private Wealth
New York
$16K -$36.3K -258 -66%
EARNEST Partners
1113
EARNEST Partners
Georgia
$16K
WOC
1114
West Oak Capital
California
$14K
FP
1115
Financial Perspectives
Minnesota
$13.4K
WPA
1116
West Paces Advisors
Georgia
$13.1K -$6.76K -48 -31%
RCA
1117
Ranch Capital Advisors
Florida
$13K -$15.8K -112 -50%
MIFH
1118
Migdal Insurance & Financial Holdings
Israel
$13K +$5.77K +41 +62%
GG
1119
Gleason Group
Kentucky
$12K -$4.08K -29 -22%
CMBA
1120
C.M. Bidwell & Associates
Hawaii
$12K
MAM
1121
Marquette Asset Management
Minnesota
$12K
SCM
1122
Silvant Capital Management
Georgia
$12K
AIS
1123
Accurate Investment Solutions
Pennsylvania
$12K +$141 +1 +1%
FBT
1124
First Bank & Trust
South Dakota
$12K +$14.1K +100 New
GAM
1125
Gemmer Asset Management
California
$11K +$5.07K +36 +68%