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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
776
Concourse Financial Group Securities
Alabama
$200K +$122K +825 +153%
BWM
777
BCS Wealth Management
Tennessee
$200K +$202K +1,364 New
JWA
778
JFS Wealth Advisors
Pennsylvania
$196K – – –
WQ
779
Wealth Quarterback
New Jersey
$195K +$197K +1,328 New
TL
780
TrueWealth LLC
Georgia
$193K – – –
FMTCOCP
781
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$191K -$14.8K -100 -7%
HIA
782
Harbor Investment Advisory
Maryland
$188K +$190K +1,280 New
CT
783
Caldwell Trust
Florida
$176K +$178K +1,200 New
GC
784
Grace Capital
Massachusetts
$176K -$74.1K -500 -29%
AF
785
Arrow Financial
New York
$176K – – –
CWP
786
CFM Wealth Partners
Texas
$171K +$170K +1,148 New
Loomis, Sayles & Company
787
Loomis, Sayles & Company
Massachusetts
$169K -$92.7K -625 -35%
PHK
788
Point72 Hong Kong
Hong Kong
$166K -$306K -2,062 -65%
QCG
789
Quadrant Capital Group
Ohio
$160K +$29.8K +201 +21%
AIS
790
Accurate Investment Solutions
Pennsylvania
$160K +$85.3K +575 +113%
IBOK
791
Independence Bank of Kentucky
Kentucky
$151K -$16.3K -110 -10%
FGAM
792
Financial Gravity Asset Management
Texas
$147K -$593 -4 -19%
FWM
793
Focused Wealth Management
New York
$147K – – –
ACA
794
Atlas Capital Advisors
Wyoming
$147K -$233K -1,572 -61%
RA
795
Rational Advisors
New York
$144K -$707K -4,766 -83%
SFG
796
Sage Financial Group
Pennsylvania
$142K – – –
TF
797
TimeScale Financial
Massachusetts
$140K – – –
LWM
798
Liberty Wealth Management
California
$138K +$593 +4 +0.4%
QAM
799
QCI Asset Management
New York
$136K – – –
S
800
SignatureFD
Georgia
$134K +$5.78K +39 +4%