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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$70K +$15.4K +75 +34%
TF
402
Tompkins Financial
New York
$68K
HPC
403
HM Payson & Co
Maine
$67K +$60.6K +295 New
PFO
404
Pathstone Family Office
New Jersey
$62K
RCG
405
Ruggie Capital Group
Florida
$58K +$52.2K +254 New
SFG
406
SevenBridge Financial Group
Pennsylvania
$57K -$10.3K -50 -17%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$57K
MSFP
408
Mark Sheptoff Financial Planning
Connecticut
$57K
GSWM
409
Golden State Wealth Management
California
$56K
PAI
410
Pittenger & Anderson Inc
Nebraska
$56K
RCAG
411
Rehmann Capital Advisory Group
Michigan
$55.8K +$205 +1 +0.4%
DZ Bank
412
DZ Bank
Germany
$54K +$49.3K +240 New
FHA
413
Flagship Harbor Advisors
Massachusetts
$48K +$34.9K +170 +405%
GWS
414
Glassman Wealth Services
Virginia
$46K -$4.11K -20 -9%
GRP
415
Global Retirement Partners
California
$45K
RIA
416
RPG Investment Advisory
California
$45K
RCM
417
Riverhead Capital Management
Delaware
$45K +$41.1K +200 New
ME
418
McIlrath & Eck
Washington
$44K
HNB
419
Huntington National Bank
Ohio
$42K
EWM
420
Executive Wealth Management
Michigan
$39K
SMFS
421
Squar Milner Financial Services
California
$35K -$17.9K -87 -36%
AIL
422
AGF Investments LLC
Ontario, Canada
$34K -$11.9K -58 -28%
CIA
423
CSat Investment Advisory
Michigan
$34K +$30.4K +148 New
FPFS
424
First Personal Financial Services
North Carolina
$28K
FRA
425
Front Row Advisors
California
$26K