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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
626
McCarthy Asset Management
California
$71K
HIA
627
Harbor Investment Advisory
Maryland
$71K +$12.4K +50 +20%
FWM
628
Focused Wealth Management
New York
$71K +$30.3K +122 +69%
BC
629
Barnett & Company
Tennessee
$64K
CA
630
Clearstead Advisors
Ohio
$61K
KIG
631
Kowal Investment Group
Wisconsin
$56K +$58.6K +236 New
LWM
632
Liberty Wealth Management
California
$52K +$29.5K +119 +129%
CB
633
Community Bank
New York
$47K
PP
634
PrairieView Partners
Minnesota
$47K
SIM
635
Sonora Investment Management
Arizona
$47K
MWM
636
Mascoma Wealth Management
New Hampshire
$47K +$49.7K +200 New
PFGIA
637
Patriot Financial Group Insurance Agency
Massachusetts
$43K
GWS
638
Glassman Wealth Services
Virginia
$35K +$20.9K +84 +129%
Koshinski Asset Management
639
Koshinski Asset Management
Illinois
$33.9K +$35.5K +143 New
BFC
640
Bedel Financial Consulting
Indiana
$33K
APP
641
Alpha Paradigm Partners
Illinois
$33K +$34.8K +140 New
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$31K -$497 -2 -2%
PCH
643
Polar Capital Holdings
United Kingdom
$29.6K +$31M +124,841 New
KFS
644
Kelly Financial Services
Massachusetts
$28.5K -$5.8M -23,369 -99%
CAGAS
645
Capital Advisory Group Advisory Services
Minnesota
$25K
JFA
646
JNBA Financial Advisors
Minnesota
$25K
AA
647
Addison Advisors
Vermont
$24K
AWM
648
Avior Wealth Management
Nebraska
$24K
SWM
649
Selective Wealth Management
Virginia
$24K
SBL
650
Sargent Bickham Lagudis
Colorado
$23K