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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1176
Ranch Capital Advisors
Florida
$34K +$34.7K +225 New
BWL
1177
Bogart Wealth LLC
Virginia
$32K
BWA
1178
BDO Wealth Advisors
Florida
$30K
PMFA
1179
Plante Moran Financial Advisors
Michigan
$30K
SIS
1180
Sound Income Strategies
Florida
$30K
EWM
1181
Endurance Wealth Management
Rhode Island
$29K
PCTC
1182
Perkins Coie Trust Company
Washington
$29K
HIIFS
1183
Harel Insurance Investments & Financial Services
Israel
$29K +$2.93K +19 +11%
MF
1184
Manchester Financial
California
$29K +$29.3K +190 New
AWMS
1185
Advocacy Wealth Management Services
Georgia
$27K -$771 -5 -3%
TFO
1186
Tarbox Family Office
California
$27K +$3.39K +22 +14%
Lazard Asset Management
1187
Lazard Asset Management
New York
$26K -$293K -1,903 -92%
EWA
1188
Evolution Wealth Advisors
Florida
$26K -$2.47K -16 -9%
ADL
1189
Asset Dedication LLC
California
$26K +$7.09K +46 +37%
SQA
1190
Simon Quick Advisors
New Jersey
$26K +$24.7K +160 +1,600%
LS
1191
Leelyn Smith
Illinois
$25.2K +$25.7K +167 New
KFS
1192
Kelly Financial Services
Massachusetts
$25.2K
PCG
1193
Private Capital Group
Connecticut
$24K -$104K -676 -81%
WPA
1194
West Paces Advisors
Georgia
$23.6K
ST
1195
Sageworth Trust
Pennsylvania
$23K
CB
1196
CNB Bank
Pennsylvania
$23K +$19.3K +125 New
SFG
1197
Sowa Financial Group
Rhode Island
$23K +$23.1K +150 New
SLF
1198
Sun Life Financial
Ontario, Canada
$22K -$8.02K -52 -27%
NIM
1199
NuWave Investment Management
New Jersey
$21K -$89.7K -582 -80%
RA
1200
Rational Advisors
New York
$21K -$68.4K -444 -76%