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Name Holding Trade Value Shares
Change
Change in
Stake
NFM
1226
North Forty Management
Washington
$155K +$155K +1,500 New
TSW
1227
Thompson Siegel & Walmsley
Virginia
$147K
JWM
1228
Jacobus Wealth Management
Wisconsin
$146K
IR
1229
Invictus RG
Bermuda
$144K -$18K -174 -11%
FMTCOCP
1230
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$139K +$140K +1,350 New
CF
1231
CenterStar Fund
Illinois
$136K
AF
1232
Allworth Financial
California
$131K -$14.5K -140 -10%
BIG
1233
Bellwether Investment Group
Tennessee
$131K +$132K +1,273 New
FFW
1234
Fusion Family Wealth
New York
$130K +$125K +1,204 New
ACS
1235
Archford Capital Strategies
Illinois
$129K +$115K +1,113 +768%
PHK
1236
Point72 Hong Kong
Hong Kong
$123K -$218K -2,105 -64%
LWA
1237
Lowe Wealth Advisors
Maryland
$121K +$5.18K +50 +4%
SPIA
1238
Steward Partners Investment Advisory
New York
$120K +$121K +1,166 New
FBT
1239
First Bank & Trust
South Dakota
$117K +$117K +1,135 New
WA
1240
WFG Advisors
Texas
$116K +$7.87K +76 +7%
HIIFS
1241
Harel Insurance Investments & Financial Services
Israel
$113K -$4.14K -40 -4%
QCG
1242
Quadrant Capital Group
Ohio
$110K -$1.86K -18 -2%
RFS
1243
Rockefeller Financial Services
New York
$110K +$11.4K +110 +11%
IDBONY
1244
Israel Discount Bank of New York
New York
$110K +$111K +1,070 New
NYLT
1245
New York Life Trust
New York
$107K
SIG
1246
Stanford Investment Group
California
$104K +$104 +1 +0.1%
GRP
1247
Global Retirement Partners
California
$103K +$103K +998 New
AIM
1248
Acrospire Investment Management
Illinois
$103K +$104K +1,000 New
NSB
1249
Norway Savings Bank
Maine
$98K +$98.3K +950 New
KTC
1250
Kistler-Tiffany Companies
Pennsylvania
$95K