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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
851
Sterling Financial Planning
New Jersey
$157K
QCG
852
Quadrant Capital Group
Ohio
$156K -$4.38K -26 -3%
LWA
853
Lowe Wealth Advisors
Maryland
$156K +$168 +1 +0.1%
DFCM
854
Dark Forest Capital Management
Puerto Rico
$154K +$149K +882 New
AF
855
Allworth Financial
California
$152K +$51.7K +307 +54%
LPIC
856
LeJeune Puetz Investment Counsel
Michigan
$150K
IAM
857
Infusive Asset Management
New York
$145K -$22.4K -133 -14%
KFS
858
Kelly Financial Services
Massachusetts
$142K +$4.15M +24,657 +17,364%
PO
859
Private Ocean
California
$139K -$8.25K -49 -6%
KTC
860
Kistler-Tiffany Companies
Pennsylvania
$139K
PCG
861
Private Capital Group
Connecticut
$136K +$15.5K +92 +13%
MCM
862
MV Capital Management
Maryland
$135K +$3.37K +20 +3%
BAM
863
Bellevue Asset Management
Washington
$131K
TWA
864
TCI Wealth Advisors
Arizona
$131K +$168 +1 +0.1%
HDIM
865
Hanson & Doremus Investment Management
Vermont
$130K -$168 -1 -0.1%
BFEC
866
Benjamin F. Edwards & Company
Missouri
$127K -$1.01K -6 -0.8%
SNT
867
Security National Trust
West Virginia
$122K
IBOK
868
Independence Bank of Kentucky
Kentucky
$116K -$23.6K -140 -17%
TAIM
869
TD Ameritrade Investment Management
Nebraska
$114K +$47.8K +284 +77%
SIC
870
Salem Investment Counselors
North Carolina
$112K
PFSC
871
Peoples Financial Services Corp
Pennsylvania
$110K
KFI
872
Key Financial Inc
Pennsylvania
$109K
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K
CA
874
Clearstead Advisors
Ohio
$106K +$1.68K +10 +2%
BC
875
Blackhill Capital
New Jersey
$105K