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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
901
Clarfeld Financial Advisors
New York
$16K +$18K +770 New
TFO
902
Tarbox Family Office
California
$15K
GEA
903
Glen Eagle Advisors
New Jersey
$14.5K -$6.49K -278 -28%
SWA
904
Sutton Wealth Advisors
Florida
$14.5K
AWM
905
AllSquare Wealth Management
New York
$14K
FC
906
Ferris Capital
Massachusetts
$14K
BCA
907
Berman Capital Advisors
Georgia
$14K +$17.3K +743 New
SFA
908
Spectrum Financial Alliance
Kentucky
$13K -$7.21K -309 -32%
FMP
909
Financial Management Professionals
Texas
$13K
UB
910
UMB Bank
Missouri
$12.6K +$670K +28,726 +5%
ONST
911
Old North State Trust
North Carolina
$12K
AAP
912
Arax Advisory Partners
Colorado
$12K +$4.25K +182 +46%
AIA
913
Alera Investment Advisors
Illinois
$12K +$13.4K +573 New
LWM
914
Liberty Wealth Management
California
$12K +$14.4K +616 New
PMFA
915
Plante Moran Financial Advisors
Michigan
$11K
PWM
916
PRW Wealth Management
Massachusetts
$11K +$12K +513 New
BAM
917
Barrett Asset Management
New York
$11K +$12.5K +537 New
KLWA
918
Kelly Lawrence W & Associates
California
$10K
JGIA
919
Jackson Grant Investment Advisers
Connecticut
$10K +$10.9K +467 New
ACA
920
Ackerman Capital Advisors
Texas
$10K +$4.77M +204,600 New
WF
921
WealthTrust Fairport
Ohio
$9K -$5.67K -243 -35%
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$8K -$2.52K -108 -21%
ClearBridge Investments
923
ClearBridge Investments
New York
$8K
LF
924
Lee Financial
Texas
$8K
RBC
925
Roble Belko & Company
Pennsylvania
$8K