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Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
Advisornet Financial
Minnesota
$36K +$12K +30 +55%
FRA
802
Front Row Advisors
California
$34K -$1.6K -4 -5%
SSB
803
Sandy Spring Bank
Maryland
$33K -$4.39K -11 -12%
KOCAA
804
Knights of Columbus Asset Advisors
Connecticut
$33K
JCM
805
Jacobi Capital Management
Pennsylvania
$33K +$22.8K +57 +271%
SLF
806
Sun Life Financial
Ontario, Canada
$32K -$1.2K -3 -4%
GRP
807
Global Retirement Partners
California
$32K
EFSCE
808
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$3.59K +9 +14%
TIM
809
Tortoise Investment Management
New York
$31K
PWMG
810
Prestige Wealth Management Group
New Jersey
$31K +$5.59K +14 +23%
EI
811
Ellevest Inc
New York
$30K +$2K +5 +7%
FPS
812
Fieldpoint Private Securities
Connecticut
$29K -$337K -844 -93%
ARMC
813
American Research & Management Company
Massachusetts
$29K
GLLW
814
Graves Light Lenhart Wealth
Virginia
$27K
PB
815
Pinnacle Bancorp
Nebraska
$25K
CPFP
816
Clear Perspectives Financial Planning
Ohio
$24K
CCA
817
Column Capital Advisors
Indiana
$24K +$16K +40 +235%
JIR
818
James Investment Research
Ohio
$23K -$17.6K -44 -45%
CFD
819
Creative Financial Designs
Indiana
$21K
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$21K
CCM
821
Covington Capital Management
California
$21K +$399 +1 +2%
MWP
822
Meridian Wealth Partners
Pennsylvania
$21K +$20K +50 New
KFI
823
Key Financial Inc
Pennsylvania
$19K
SWA
824
SOA Wealth Advisors
New York
$17K -$6.39K -16 -28%
IBOK
825
Independence Bank of Kentucky
Kentucky
$17K