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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
801
Regal Investment Advisors
Michigan
$202K +$209K +6,044 New
FMLI
802
Fukoku Mutual Life Insurance
Japan
$201K +$48.3K +1,400 +30%
SWA
803
Sutton Wealth Advisors
Florida
$197K +$13.5K +390 +7%
MS
804
Mizuho Securities
Japan
$197K +$204K +5,900 New
CA
805
Claro Advisors
Massachusetts
$195K +$200K +5,803 New
KPW
806
Kore Private Wealth
New York
$194K +$200K +5,793 New
FPS
807
Fieldpoint Private Securities
Connecticut
$193K +$88.9K +2,575 +81%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$188K +$20.1K +582 +12%
CFA
809
Carroll Financial Associates
North Carolina
$186K -$1.86K -54 -1%
PCG
810
Private Capital Group
Connecticut
$185K +$15.5K +448 +9%
FIA
811
FNY Investment Advisers
New York
$185K +$83K +2,404 +77%
YWP
812
YorkBridge Wealth Partners
New York
$183K -$4.97K -144 -3%
NSIM
813
North Star Investment Management
Illinois
$181K -$35 -1 -0%
CIAS
814
Capital Investment Advisory Services
North Carolina
$175K +$180K +5,225 New
ESB
815
Essex Savings Bank
Connecticut
$172K +$177K +5,140 New
DMK
816
David M. Knott
$167K
BOPW
817
Brandywine Oak Private Wealth
Pennsylvania
$164K +$187K +5,407 New
FWM
818
Focused Wealth Management
New York
$163K -$995K -28,843 -86%
AW
819
Alpha Windward
Massachusetts
$162K -$18.8K -545 -10%
BWA
820
BDO Wealth Advisors
Florida
$162K +$88.1K +2,552 +111%
JA
821
JOYN Advisors
Georgia
$161K +$71.8K +2,080 +76%
RFWA
822
RPg Family Wealth Advisory
Massachusetts
$159K +$62.1K +1,800 +61%
PHK
823
Point72 Hong Kong
Hong Kong
$159K +$165K +4,768 New
FHA
824
Flagship Harbor Advisors
Massachusetts
$158K +$20.3K +589 +14%
CFN
825
Cordasco Financial Network
Florida
$151K -$345 -10 -0.2%