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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
676
International Assets Investment Management
Florida
$81K +$525K +28,796 New
ADL
677
Asset Dedication LLC
California
$79K -$29K -1,589 -28%
VCM
678
Versant Capital Management
Arizona
$75K – – –
PCG
679
Private Capital Group
Connecticut
$74K -$401 -22 -0.6%
TI
680
Truehand Inc
New Hampshire
$73K – – –
TWA
681
TCI Wealth Advisors
Arizona
$69K +$292 +16 +0.4%
HI
682
Hudock Inc
Pennsylvania
$67K +$328 +18 +0.5%
FA
683
Fortis Advisors
Pennsylvania
$66K -$3.98K -218 -6%
C
684
Cerebellum
California
$66K +$511 +28 +0.8%
LWM
685
Liberty Wealth Management
California
$65K +$7.77K +426 +14%
MIFH
686
Migdal Insurance & Financial Holdings
Israel
$64K +$61.7K +3,384 New
LC
687
Lindbrook Capital
California
$63K -$529 -29 -0.9%
EFSCE
688
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$511 +28 +0.9%
SIM
689
Sonora Investment Management
Arizona
$62K +$2.1K +115 +4%
CYG
690
Clean Yield Group
Vermont
$61K – – –
POIA
691
Pin Oak Investment Advisors
Texas
$60K – – –
AA
692
Advisory Alpha
Michigan
$59K +$55.7K +3,054 New
PO
693
Private Ocean
California
$58K +$5.93K +325 +12%
PP
694
PrairieView Partners
Minnesota
$57K -$14.9K -816 -21%
JFA
695
JNBA Financial Advisors
Minnesota
$57K – – –
TPCW
696
TD Private Client Wealth
New York
$56.6K +$8.43K +462 +18%
KFS
697
Kelly Financial Services
Massachusetts
$56.5K -$511 -28 -0.9%
TC
698
Trust Company
Kansas
$55K – – –
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$52K – – –
CAL
700
Capital Advisors Ltd
Ohio
$49K -$121K -6,650 -94%