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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
201
Stonehage Fleming Financial Services
Jersey
$51K +$55K +750 New
VNA
202
Valley National Advisers
Pennsylvania
$48K +$51.3K +700 New
APA
203
American Portfolios Advisors
New York
$42.1K +$45.5K +620 New
HIA
204
Harbor Investment Advisory
Maryland
$42K +$45.8K +624 New
FF
205
FourThought Financial
Florida
$40K +$44K +600 New
SC
206
Sierra Capital
Florida
$34K +$36.7K +500 New
TFS
207
TrustCore Financial Services
Tennessee
$29K +$31.2K +425 New
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5K +$26.4K +360 New
HI
209
Harbour Investments
Wisconsin
$24K +$25.7K +350 New
KFP
210
KB Financial Partners
New Jersey
$20K +$21.1K +288 New
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$20K +$21.7K +296 New
BC
212
Burleson & Co
California
$20K +$22K +300 New
FP
213
Financial Perspectives
Minnesota
$16K +$17.2K +235 New
WWM
214
Wolff Wiese Magana
California
$13K +$13.8K +188 New
BA
215
Bellwether Advisors
Nebraska
$13K +$14.7K +200 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$11K +$12.1K +165 New
GA
217
GoalVest Advisory
New York
$10K +$11K +150 New
EBA
218
Eagle Bay Advisors
New York
$9K +$9.24K +126 New
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$9K +$10.2K +139 New
CCM
220
Covington Capital Management
California
$7K +$7.33K +100 New
ETC
221
Exchange Traded Concepts
Oklahoma
$7K +$7.41K +101 New
LWM
222
Liberty Wealth Management
California
$7K +$7.92K +108 New
IFAM
223
Institutional & Family Asset Management
Colorado
$6K +$6.97K +95 New
FHA
224
First Horizon Advisors
Tennessee
$6K +$7.92K +108 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.13K +70 New