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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
401
Portfolio Strategies
New York
$21K – – –
CAW
402
Cornerstone Advisors (Washington)
Washington
$20K – – –
CF
403
Centaurus Financial
California
$20K +$22.7K +945 New
AF
404
Allworth Financial
California
$17K -$72 -3 -0.4%
CPIG
405
Chicago Partners Investment Group
Illinois
$17K +$72 +3 +0.4%
KTC
406
Kistler-Tiffany Companies
Pennsylvania
$17K +$4.8K +200 +33%
APA
407
American Portfolios Advisors
New York
$16.6K -$1.2K -50 -6%
RA
408
Rational Advisors
New York
$16K -$1.49M -62,060 -99%
PW
409
Price Wealth
Texas
$16K +$9.92K +413 +126%
LF
410
Lee Financial
Texas
$15K -$3.82K -159 -17%
ST
411
Smithfield Trust
Pennsylvania
$15K – – –
CWM
412
Cranbrook Wealth Management
Michigan
$14K – – –
MSE
413
MUFG Securities EMEA
United Kingdom
$14K +$16.7K +696 New
JWA
414
JFS Wealth Advisors
Pennsylvania
$13K – – –
MUS
415
Mitsubishi UFJ Securities
Japan
$13K – – –
CIA
416
CSat Investment Advisory
Michigan
$13K +$14.7K +611 New
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
1IA
418
1834 Investment Advisors
Wisconsin
$11K – – –
JCM
419
Jacobi Capital Management
Pennsylvania
$11K – – –
MSFP
420
Mark Sheptoff Financial Planning
Connecticut
$10K -$12K -500 -50%
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$985 -41 -8%
GAM
422
Gemmer Asset Management
California
$10K – – –
TFO
423
Tarbox Family Office
California
$9K +$2.06K +86 +24%
YWP
424
YorkBridge Wealth Partners
New York
$9K +$3.63K +151 +50%
KJWM
425
Kiley Juergens Wealth Management
Washington
$9K +$10.6K +440 New
15 16
17
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