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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
176
Kings Point Capital Management
New York
$26K
PWS
177
Paragon Wealth Strategies
Florida
$26K +$24.7K +640 New
KFP
178
KB Financial Partners
New Jersey
$24K -$2.7K -70 -11%
SOW
179
State of Wyoming
Wyoming
$17K +$15.7K +408 New
FPS
180
Fieldpoint Private Securities
Connecticut
$14K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$14K
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$14K
HWM
183
HighMark Wealth Management
Minnesota
$10K -$309 -8 -3%
FRA
184
Front Row Advisors
California
$10K +$270 +7 +3%
BBHC
185
Brown Brothers Harriman & Co
New York
$7K
PWMG
186
Prestige Wealth Management Group
New Jersey
$7K
TFS
187
TrustCore Financial Services
Tennessee
$7K
LWM
188
Liberty Wealth Management
California
$7K +$6.21K +161 +1,238%
CS
189
Candriam SCA
Luxembourg
$6K -$2.94M -76,313 -100%
LPWM
190
Lake Point Wealth Management
Texas
$6K +$5.79K +150 New
HI
191
Harbour Investments
Wisconsin
$5K +$3.82K +99 +283%
MCM
192
Manchester Capital Management
Vermont
$5K +$4.71K +122 New
BWA
193
BDO Wealth Advisors
Florida
$4K
Daiwa Securities Group
194
Daiwa Securities Group
Japan
$4K
HNB
195
Huntington National Bank
Ohio
$4K
PMFA
196
Plante Moran Financial Advisors
Michigan
$4K
GWS
197
Glassman Wealth Services
Virginia
$4K +$2.59K +67 +203%
RWM
198
Raffa Wealth Management
District of Columbia
$3.92K +$1K +26 +37%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$3K
GRP
200
Global Retirement Partners
California
$3K +$2.43K +63 New