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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
676
Flagship Harbor Advisors
Massachusetts
$132K +$130K +2,723 New
S
677
SignatureFD
Georgia
$131K +$16.4K +343 +15%
BWA
678
BDO Wealth Advisors
Florida
$124K
CPIG
679
Chicago Partners Investment Group
Illinois
$122K -$21.6K -452 -15%
FL
680
Fort LP
Maryland
$122K +$120K +2,515 New
JCM
681
Jacobi Capital Management
Pennsylvania
$119K
SWM
682
SeaCrest Wealth Management
New York
$119K +$2.39K +50 +2%
MCM
683
Manchester Capital Management
Vermont
$111K
TFA
684
Toth Financial Advisory
Virginia
$106K +$53.4K +1,118 +105%
SWA
685
Sutton Wealth Advisors
Florida
$105K
BWL
686
Bogart Wealth LLC
Virginia
$99K +$13.3K +279 +16%
MRCM
687
M&R Capital Management
New Jersey
$96K
WC
688
Whitnell & Co
Illinois
$93K
CLOS
689
Compagnie Lombard Odier SCmA
Switzerland
$92K +$90.8K +1,901 New
FC
690
Ferris Capital
Massachusetts
$86K
ST
691
Smithfield Trust
Pennsylvania
$81K +$8.36K +175 +12%
WTB
692
Washington Trust Bank
Washington
$80K +$12.9K +270 +20%
PCG
693
Private Capital Group
Connecticut
$79K +$2.1K +44 +3%
TSW
694
Thompson Siegel & Walmsley
Virginia
$78K
OIA
695
OneDigital Investment Advisors
Kansas
$74K
CAPTRUST Financial Advisors
696
CAPTRUST Financial Advisors
North Carolina
$70K +$7.4K +155 +12%
PG
697
Patten Group
Tennessee
$67K -$9.46K -198 -13%
IFAM
698
Institutional & Family Asset Management
Colorado
$67K
NIMI
699
Natixis Investment Managers International
France
$66K -$416K -8,717 -86%
MUS
700
Mitsubishi UFJ Securities
Japan
$66K