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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
801
Proficio Capital Partners
Massachusetts
$165K -$349 -20 -0.2%
HFM
802
Harvest Fund Management
China
$159K +$44.3K +2,540 +41%
SWA
803
Sutton Wealth Advisors
Florida
$158K
FANJ
804
Financial Architects (New Jersey)
New Jersey
$156K -$144K -8,280 -49%
HIIFS
805
Harel Insurance Investments & Financial Services
Israel
$154K -$221K -12,650 -60%
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K +$6.1K +350 +4%
TCM
807
TD Capital Management
Tennessee
$145K +$17.4K +1,000 +14%
JCM
808
Jacobi Capital Management
Pennsylvania
$136K -$91.6K -5,250 -43%
AAP
809
Arax Advisory Partners
Colorado
$136K +$4.71K +270 +4%
FWM
810
Focused Wealth Management
New York
$133K +$14.8K +850 +13%
First Manhattan
811
First Manhattan
New York
$132K
FA
812
Fortis Advisors
Pennsylvania
$129K +$124K +7,130 New
GRP
813
Global Retirement Partners
California
$125K -$44.6K -2,560 -27%
NSIM
814
North Star Investment Management
Illinois
$122K -$34.9K -2,000 -23%
CT
815
Clearstead Trust
Maine
$122K
MUS
816
Mitsubishi UFJ Securities
Japan
$114K
NCM
817
Nelson Capital Management
California
$111K
AF
818
Allworth Financial
California
$110K -$7.33K -420 -6%
CHP
819
Cable Hill Partners
Oregon
$110K -$1.22K -70 -1%
TCOV
820
Trust Company of Vermont
Vermont
$110K +$7.85K +450 +8%
AIM
821
Anchor Investment Management
South Carolina
$108K -$15.2K -870 -13%
HFM
822
Hartford Financial Management
Connecticut
$108K -$6.1K -350 -6%
CCM
823
Covington Capital Management
California
$108K +$104K +5,950 New
BL
824
Balentine LLC
Georgia
$100K +$87.2K +5,000 +1,020%
BBHC
825
Brown Brothers Harriman & Co
New York
$96K