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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$13K +$6.99K +64 +119%
FP
402
Financial Perspectives
Minnesota
$12.4K +$109 +1 +0.9%
PA
403
PSI Advisors
Florida
$12K – – –
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$12K +$546 +5 +5%
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
ACM
406
Aquatic Capital Management
Illinois
$11K +$10.9K +100 New
CA
407
Crewe Advisors
Utah
$11K +$10.9K +100 New
SIAP
408
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
CT
409
Cambridge Trust
Massachusetts
$10K +$9.84K +90 New
WTA
410
Washington Trust Advisors
Massachusetts
$9K +$9.18K +84 New
S
411
SignatureFD
Georgia
$8K +$4.37K +40 +143%
RCM
412
Regency Capital Management
Hawaii
$8K +$7.32K +67 New
CFD
413
Creative Financial Designs
Indiana
$7K – – –
GEA
414
Glen Eagle Advisors
New Jersey
$6.88K – – –
BWM
415
BerganKDV Wealth Management
Minnesota
$6K – – –
CCC
416
Crescent Capital Consulting
Louisiana
$6K – – –
IFAM
417
Institutional & Family Asset Management
Colorado
$6K – – –
MFC
418
Mechanics Financial Corp
Ohio
$6K +$5.46K +50 New
AIP
419
Ahrens Investment Partners
Louisiana
$6K +$6.01K +55 New
WAS
420
Winch Advisory Services
Wisconsin
$5K – – –
CFO
421
CVA Family Office
Colorado
$5K +$4.37K +40 New
EARNEST Partners
422
EARNEST Partners
Georgia
$4K – – –
AssetMark Inc
423
AssetMark Inc
California
$4K +$3.61K +33 +825%
SC
424
Stephens Consulting
Michigan
$3.61K +$3.5K +32 New
JWA
425
JFS Wealth Advisors
Pennsylvania
$3K -$43.6K -399 -94%