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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
676
TrustCore Financial Services
Tennessee
$73K +$62.2K +2,671 New
FANJ
677
Financial Architects (New Jersey)
New Jersey
$71K
CFD
678
Creative Financial Designs
Indiana
$71K +$8.03K +345 +15%
SBL
679
Sargent Bickham Lagudis
Colorado
$70K +$23 +1 +0%
PG
680
Patten Group
Tennessee
$69K -$131K -5,613 -69%
AAP
681
Arax Advisory Partners
Colorado
$68K +$42.1K +1,808 +261%
GFP
682
Gryphon Financial Partners
Ohio
$59K +$50.6K +2,173 New
IWP
683
Icon Wealth Partners
Texas
$58K +$49K +2,103 New
HR
684
Howe & Rusling
New York
$55K -$72K -3,090 -60%
DAM
685
Delta Asset Management
Tennessee
$55K -$2.33K -100 -5%
AOWM
686
Alpha Omega Wealth Management
Virginia
$55K
FPFS
687
First Personal Financial Services
North Carolina
$55K
VIA
688
Vantage Investment Advisors
Pennsylvania
$55K
SLF
689
Sun Life Financial
Ontario, Canada
$54K -$108K -4,652 -70%
CAC
690
Certified Advisory Corp
Florida
$54K +$46.6K +2,000 New
SPIA
691
Steward Partners Investment Advisory
New York
$53K +$7.78K +334 +21%
CBT
692
Capital Bank & Trust
California
$53K +$24.2K +1,040 +116%
SIC
693
Salem Investment Counselors
North Carolina
$53K +$45K +1,933 New
FMA
694
FNY Managed Accounts
New York
$53K +$45.5K +1,953 New
AF
695
Advisornet Financial
Minnesota
$52K +$44.2K +1,900 New
CHC
696
City Holding Co
West Virginia
$37K
PCP
697
Proficio Capital Partners
Massachusetts
$33K +$19K +817 +205%
MPPLM
698
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$32K +$27K +1,158 New
Carson Wealth (CWM LLC)
699
Carson Wealth (CWM LLC)
Nebraska
$30K -$120K -5,171 -82%
CBT
700
Central Bank & Trust
Kentucky
$30K