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Name Holding Trade Value Shares
Change
Change in
Stake
KF
901
Krilogy Financial
Missouri
$20K +$19.6K +428 New
APSP
902
Asset Planning Services (Pennsylvania)
Pennsylvania
$19K -$2.15K -47 -10%
FC
903
Ferris Capital
Massachusetts
$19K -$868 -19 -4%
QAM
904
QCI Asset Management
New York
$19K
SIA
905
SeaBridge Investment Advisors
New Jersey
$19K
TFO
906
Tarbox Family Office
California
$19K
AF
907
Allworth Financial
California
$19K +$640 +14 +4%
ACS
908
Archford Capital Strategies
Illinois
$18K -$13K -284 -42%
CBT
909
Capital Bank & Trust
California
$18K -$6.67K -146 -28%
AP
910
Arlington Partners
Alabama
$18K
TCM
911
Tradewinds Capital Management
Washington
$18K +$2.19K +48 +14%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$17.3K -$22.7K -497 -57%
FBT
913
First Bank & Trust
South Dakota
$17K
AC
914
Avestar Capital
New York
$17K +$594 +13 +3%
LWM
915
Lenox Wealth Management
Ohio
$16K
MCM
916
MV Capital Management
Maryland
$16K +$2.42K +53 +18%
FIB
917
First Interstate Bank
Montana
$15K -$15.4K -337 -52%
PMFA
918
Plante Moran Financial Advisors
Michigan
$14K -$3.98K -87 -23%
AAP
919
Arax Advisory Partners
Colorado
$14K -$3.47K -76 -20%
TFS
920
TrustCore Financial Services
Tennessee
$14K -$274 -6 -2%
BWP
921
Baldwin Wealth Partners
Massachusetts
$14K
CAGAS
922
Capital Advisory Group Advisory Services
Minnesota
$14K
CBT
923
Central Bank & Trust
Kentucky
$14K
EWM
924
Edge Wealth Management
New York
$14K
CAW
925
Cornerstone Advisors (Washington)
Washington
$14K +$2.65K +58 +24%