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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Mascoma Wealth Management
New Hampshire
$38K
ADL
577
Asset Dedication LLC
California
$37K +$1.43K +8 +3%
GA
578
GoalVest Advisory
New York
$37K +$43.4K +242 New
HIA
579
Harbor Investment Advisory
Maryland
$36K
Lazard Asset Management
580
Lazard Asset Management
New York
$35K -$244K -1,364 -85%
AA
581
Addison Advisors
Vermont
$34K +$22.4K +125 +121%
GWSG
582
GPS Wealth Strategies Group
Colorado
$32K -$36.4K -203 -49%
CWM
583
Cedar Wealth Management
California
$32K +$1.07K +6 +3%
FWM
584
Focused Wealth Management
New York
$30K -$17.9K -100 -33%
CB
585
Community Bank
New York
$30K
FAG
586
Fortitude Advisory Group
Washington
$30K
PP
587
PrairieView Partners
Minnesota
$30K
KFS
588
Kelly Financial Services
Massachusetts
$29.4K -$3.41K -19 -9%
KFP
589
KB Financial Partners
New Jersey
$29K
CI Investments Inc
590
CI Investments Inc
Ontario, Canada
$28K +$30.5K +170 +944%
First Manhattan
591
First Manhattan
New York
$25K
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$23.2K +$3.58K +20 +15%
HFM
593
Harvest Fund Management
China
$23K -$56.3K -314 -67%
Bank Julius Baer & Co
594
Bank Julius Baer & Co
Switzerland
$23K -$30.8K -172 -53%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$7.17K -40 -22%
APP
596
Alpha Paradigm Partners
Illinois
$21K
JWA
597
JFS Wealth Advisors
Pennsylvania
$21K +$12.2K +68 +93%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$20K -$538 -3 -2%
NSIM
599
North Star Investment Management
Illinois
$20K +$11.7K +65 +100%
GWS
600
Glassman Wealth Services
Virginia
$20K +$12.4K +69 +108%