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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
751
Covington Capital Management
California
$21K +$591 +13 +3%
CT
752
Caldwell Trust
Florida
$20.3K
CB
753
Community Bank
New York
$20K
MSFP
754
Mark Sheptoff Financial Planning
Connecticut
$20K
SCM
755
Silvant Capital Management
Georgia
$20K
PO
756
Private Ocean
California
$20K +$17.9K +394 New
CG
757
Cutler Group
California
$20K +$18.2K +400 New
KFS
758
Kelly Financial Services
Massachusetts
$20K
FRA
759
Front Row Advisors
California
$19K -$863 -19 -5%
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$19K
Loomis, Sayles & Company
761
Loomis, Sayles & Company
Massachusetts
$19K
1IA
762
1834 Investment Advisors
Wisconsin
$18K
CFN
763
Cordasco Financial Network
Florida
$15K
IWP
764
IAG Wealth Partners
Wisconsin
$15K +$13.4K +295 New
ETC
765
Exchange Traded Concepts
Oklahoma
$15K +$13.7K +301 New
EI
766
Ellevest Inc
New York
$14K -$2.82K -62 -18%
HIA
767
Harbor Investment Advisory
Maryland
$14K -$2.5K -55 -17%
LWA
768
Lenox Wealth Advisors
New York
$14K
RA
769
Resolute Advisors
California
$14K +$12.8K +282 New
SLF
770
Sun Life Financial
Ontario, Canada
$13K -$318 -7 -3%
MF
771
Manchester Financial
California
$13K -$182 -4 -2%
AW
772
Avion Wealth
Texas
$13K
CCM
773
Cribstone Capital Management
Maine
$13K
MI
774
Markston International
New York
$13K
GEA
775
Glen Eagle Advisors
New Jersey
$12.7K