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Name Holding Trade Value Shares
Change
Change in
Stake
CFN
651
Cordasco Financial Network
Florida
$148K -$35.9K -718 -20%
BWL
652
Bogart Wealth LLC
Virginia
$147K -$27.1K -542 -16%
GRP
653
Global Retirement Partners
California
$147K +$16.8K +336 +14%
PCG
654
Private Capital Group
Connecticut
$143K +$47.4K +948 +54%
RWA
655
Ropes Wealth Advisors
Massachusetts
$140K +$24K +480 +22%
CYG
656
Clean Yield Group
Vermont
$140K +$40K +800 +42%
CAC
657
Certified Advisory Corp
Florida
$137K +$100 +2 +0.1%
BEAM
658
Baker Ellis Asset Management
Washington
$125K
BCWM
659
Bartlett & Co Wealth Management
Ohio
$123K -$84.7K -1,696 -42%
BC
660
Bartlett & Co
Ohio
$121K -$84.7K -1,696 -42%
FC
661
Ferris Capital
Massachusetts
$121K
OIA
662
Optimum Investment Advisors
Illinois
$115K +$100 +2 +0.1%
ECM
663
Estabrook Capital Management
New York
$113K
CFG
664
CKW Financial Group
Hawaii
$113K
FHA
665
Flagship Harbor Advisors
Massachusetts
$112K -$8.45K -169 -7%
DSC
666
Duncker Streett & Co
Missouri
$110K +$250 +5 +0.2%
LYV
667
Live Your Vision
Pennsylvania
$109K -$20K -400 -15%
SFG
668
SevenBridge Financial Group
Pennsylvania
$108K
SJIM
669
St. Johns Investment Management
Florida
$108K
KTC
670
Kistler-Tiffany Companies
Pennsylvania
$107K
RE
671
RBC Europe
United Kingdom
$107K
OWD
672
Osborn Williams & Donohoe
Ohio
$106K +$104K +2,076 New
LWM
673
Liberty Wealth Management
California
$101K +$4.9K +98 +5%
ARMT
674
Amica Retiree Medical Trust
Rhode Island
$100K
JCM
675
Jacobi Capital Management
Pennsylvania
$99K +$16.2K +325 +21%