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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$66K – – –
ST
402
Smithfield Trust
Pennsylvania
$66K – – –
QCG
403
Quadrant Capital Group
Ohio
$64K +$40.4K +787 +176%
MA
404
MUFG Americas
New York
$63K – – –
MCM
405
Manchester Capital Management
Vermont
$56K – – –
CAW
406
Cornerstone Advisors (Washington)
Washington
$55K +$9.9K +193 +24%
FNBOSM
407
First National Bank of South Miami
Florida
$54K – – –
Lazard Asset Management
408
Lazard Asset Management
New York
$54K – – –
VFA
409
Valeo Financial Advisors
Indiana
$53K – – –
FL
410
Fort LP
Maryland
$50K +$46.9K +914 New
BAM
411
Barrett Asset Management
New York
$49K – – –
GSWM
412
Golden State Wealth Management
California
$49K – – –
YWP
413
YorkBridge Wealth Partners
New York
$49K – – –
DAM
414
Delta Asset Management
Tennessee
$47K – – –
BBA
415
Braun-Bostich & Associates
Pennsylvania
$45K -$61K -1,188 -59%
CIA
416
CSat Investment Advisory
Michigan
$45K +$18.3K +357 +74%
NCM
417
New Capital Management
Texas
$44K – – –
GLI
418
Guardian Life Insurance
New York
$44K +$513 +10 +1%
ESB
419
Essex Savings Bank
Connecticut
$43K +$37.5K +731 +1,406%
CYG
420
Clean Yield Group
Vermont
$42K -$5.13K -100 -12%
APA
421
American Portfolios Advisors
New York
$40.4K – – –
S
422
SignatureFD
Georgia
$40K -$7.75K -151 -17%
FANJ
423
Financial Architects (New Jersey)
New Jersey
$35K -$73.4K -1,431 -69%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$30K +$22.6K +441 +441%
LB
425
Legacy Bridge
Iowa
$29K – – –