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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
651
First Bank & Trust
South Dakota
$59K -$5.03K -89 -8%
PSB
652
Piscataqua Savings Bank
New Hampshire
$59K – – –
NFG
653
Next Financial Group
Texas
$59K +$29K +513 +99%
Spire Wealth Management
654
Spire Wealth Management
Virginia
$51K +$5.76K +102 +13%
Capstone Investment Advisors
655
Capstone Investment Advisors
New York
$50K +$48.8K +863 New
Livforsakringsbolaget Skandia
656
Livforsakringsbolaget Skandia
Sweden
$49K – – –
QC
657
Quent Capital
New York
$48K +$47.2K +836 New
DWA
658
Dougherty Wealth Advisers
Minnesota
$47K – – –
ARMC
659
American Research & Management Company
Massachusetts
$46K – – –
OIA
660
Optimum Investment Advisors
Illinois
$46K – – –
C
661
Covestor
United Kingdom
$44K +$43.1K +762 New
CFA
662
Carroll Financial Associates
North Carolina
$42K +$2.37K +42 +6%
KFP
663
KB Financial Partners
New Jersey
$42K +$41.2K +729 New
CFO
664
CVA Family Office
Colorado
$41K +$30.3K +537 +295%
SWM
665
Sugarloaf Wealth Management
Georgia
$40K – – –
PCG
666
Private Capital Group
Connecticut
$39K -$1.64K -29 -4%
FMTCOCP
667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K – – –
KPCM
668
Kings Point Capital Management
New York
$38K – – –
SAM
669
S.A. Mason
Michigan
$38K – – –
PFBT
670
Parkside Financial Bank & Trust
Missouri
$38K +$1.19K +21 +3%
AIL
671
AGF Investments LLC
Ontario, Canada
$37K -$1.81K -32 -5%
Allworth Financial
672
Allworth Financial
California
$37K – – –
IFAM
673
Institutional & Family Asset Management
Colorado
$37K – – –
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
RPCONE
675
Retirement Planning Company of New England
Rhode Island
$32K +$31.8K +563 New