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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1251
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$36K +702 New
MPWT
1252
MassMutual Private Wealth & Trust
Connecticut
$36.2K +$36.5K +712 New
EWM
1253
Edge Wealth Management
New York
$36K – – –
TJHA
1254
Thomas J. Herzfeld Advisors
Florida
$35K +$154 +3 +0.4%
EARNEST Partners
1255
EARNEST Partners
Georgia
$33K +$33.7K +657 New
HCC
1256
Hirtle Callaghan & Co
Pennsylvania
$32K -$109K -2,128 -77%
TFO
1257
Tarbox Family Office
California
$32K +$1.23K +24 +4%
CAL
1258
Capital Analysts LLC
Pennsylvania
$32K +$32.3K +629 New
HI
1259
Hudock Inc
Pennsylvania
$31K +$103 +2 +0.3%
PFSC
1260
Peoples Financial Services Corp
Pennsylvania
$30K – – –
PA
1261
Perennial Advisors
New York
$30K +$30.8K +600 New
SIAP
1262
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$30.8K +600 New
WCM
1263
Wealthcare Capital Management
Virginia
$29K +$14.9K +290 +104%
ACM
1264
AUA Capital Management
Pennsylvania
$29K +$29.2K +570 New
TWA
1265
TCI Wealth Advisors
Arizona
$28K -$34.1K -665 -55%
RCG
1266
Ruggie Capital Group
Florida
$28K -$616 -12 -2%
HDIM
1267
Hanson & Doremus Investment Management
Vermont
$25.4K – – –
KPCM
1268
Kings Point Capital Management
New York
$24K – – –
PCM
1269
Prelude Capital Management
New York
$24K +$24.1K +470 New
OFW
1270
Omnia Family Wealth
Florida
$24K +$24.3K +473 New
HR
1271
Howe & Rusling
New York
$23K -$2.67M -51,975 -99%
AP
1272
Atwood & Palmer
Missouri
$23K – – –
PCFFS
1273
Pacific Center for Financial Services
California
$23K +$23.6K +461 New
TCM
1274
Tradewinds Capital Management
Washington
$21K +$7.69K +150 +59%
MRCM
1275
M&R Capital Management
New Jersey
$20K – – –