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Name Holding Trade Value Shares
Change
Change in
Stake
APSP
826
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K -$62.4K -1,997 -87%
CGT
827
Capital Guardian Trust
California
$10K
EWM
828
Endurance Wealth Management
Rhode Island
$10K
HCM
829
Highlander Capital Management
New Jersey
$10K
WA
830
Winfield Associates
Ohio
$10K
MA
831
MCF Advisors
Kentucky
$8K
SIA
832
SeaBridge Investment Advisors
New Jersey
$8K
VNA
833
Valley National Advisers
Pennsylvania
$8K
HFM
834
Hartford Financial Management
Connecticut
$7K
DPA
835
Delphi Private Advisors
California
$7K +$906 +29 +14%
BCI
836
Brinker Capital Investments
Pennsylvania
$7K +$3.06K +98 +72%
ACS
837
Archford Capital Strategies
Illinois
$6K -$593 -19 -9%
CCA
838
Catalyst Capital Advisors
New York
$6K
SNT
839
Security National Trust
West Virginia
$6K
TF
840
Tompkins Financial
New York
$6K
PRS
841
Pinkerton Retirement Specialists
Idaho
$6K +$4.59K +147 +368%
MWM
842
MinichMacGregor Wealth Management
New York
$6K +$6.34K +203 +20,300%
PFO
843
Pathstone Family Office
New Jersey
$6K +$6.37K +204 New
CAW
844
Cornerstone Advisors (Washington)
Washington
$5K -$9.49K -304 -66%
RFA
845
Reilly Financial Advisors
California
$5K
PFSC
846
Peoples Financial Services Corp
Pennsylvania
$5K +$5.18K +166 New
LCS
847
Levin Capital Strategies
New York
$4.6K +$1.87M +59,940 +71%
MUS
848
Mitsubishi UFJ Securities
Japan
$4K -$56.2K -1,800 -93%
HR
849
Howe & Rusling
New York
$4K -$15.1K -485 -79%
GAM
850
Gemmer Asset Management
California
$4K -$6.59K -211 -64%