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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1851
Certified Advisory Corp
Florida
$83K -$25.6K -154 -23%
DPA
1852
Delphi Private Advisors
California
$80K -$11.6K -70 -12%
BCA
1853
Berman Capital Advisors
Georgia
$79K +$82.8K +499 New
NPP
1854
New Potomac Partners
Maryland
$76K
IC
1855
Inscription Capital
Texas
$76K +$79.7K +480 New
FLI
1856
Family Legacy Inc
South Carolina
$75K +$4.32K +26 +6%
PCA
1857
Providence Capital Advisors
North Carolina
$74K
TCM
1858
TD Capital Management
Tennessee
$74K +$5.48K +33 +8%
HIIFS
1859
Harel Insurance Investments & Financial Services
Israel
$73K
TFA
1860
Transamerica Financial Advisors
Florida
$72K +$35.9K +216 +92%
FGC
1861
Financial Gravity Companies
Texas
$72K +$71.5K +431 New
LWM
1862
Lenox Wealth Management
Ohio
$70K
CFA
1863
Clarfeld Financial Advisors
New York
$68K +$70.7K +426 New
IDBONY
1864
Israel Discount Bank of New York
New York
$67K +$3.98K +24 +6%
RWM
1865
Raffa Wealth Management
District of Columbia
$66.1K +$12.8K +77 +23%
NL
1866
NVWM LLC
Pennsylvania
$66K -$74.9K -451 -52%
MIM
1867
Macroview Investment Management
Maryland
$63K
QAM
1868
QCI Asset Management
New York
$62K
PWMG
1869
Prestige Wealth Management Group
New Jersey
$58K +$59.9K +361 New
BCM
1870
Brasada Capital Management
Texas
$57K -$19.8K -119 -25%
RBC
1871
Roble Belko & Company
Pennsylvania
$57K
CAL
1872
Capital Analysts LLC
Pennsylvania
$56K +$23.9K +144 +69%
BRC
1873
Bell Rock Capital
Delaware
$54K +$332 +2 +0.6%
AIM
1874
ARK Investment Management
Florida
$53K -$7.8K -47 -12%
AWM
1875
AllSquare Wealth Management
New York
$52K