Name Holding Trade Value Shares
Change
Change in
Stake
PP
2676
PFS Partners
New Jersey
$116K +$661 +24 +0.6%
TIM
2677
Tortoise Investment Management
New York
$114K +$17.3K +629 +18%
HWM
2678
HighMark Wealth Management
Minnesota
$113K +$61.8K +2,243 +124%
MCAI
2679
Members Capital Advisors Inc
Wisconsin
$112K – – –
MIHAS
2680
Maj Invest Holding A/S
Denmark
$112K +$110K +4,000 New
LFASL
2681
Lugano Financial Advisors SA (LFA)
Switzerland
$112K +$55.1K +2,000 +100%
CSWM
2682
Cassady Schiller Wealth Management
Ohio
$111K +$22.2K +807 +26%
SC
2683
Stephens Consulting
Michigan
$109K +$7.13K +259 +7%
AIM
2684
Arcadia Investment Management
Michigan
$109K -$36.3K -1,320 -25%
RBC
2685
Roble Belko & Company
Pennsylvania
$108K -$14.7K -535 -12%
Cohen & Steers
2686
Cohen & Steers
New York
$108K +$45.6K +1,655 +75%
SC
2687
Solstein Capital
California
$106K – – –
TC
2688
Trust Company
Kansas
$106K -$9.5K -345 -8%
DI
2689
DAGCO Inc
Ohio
$105K -$45.9K -1,667 -31%
B
2690
Birchbrook
Maine
$105K – – –
SFFS
2691
Stonehage Fleming Financial Services
Jersey
$105K +$103K +3,735 New
TFA
2692
Toth Financial Advisory
Virginia
$104K +$193 +7 +0.2%
WPWM
2693
Western Pacific Wealth Management
Illinois
$103K -$2.67K -97 -3%
KFS
2694
Kelly Financial Services
Massachusetts
$102K +$9.44K +343 +10%
SFC
2695
Strategic Financial Concepts
Texas
$102K +$3.72M +135,072 New
MIFH
2696
Migdal Insurance & Financial Holdings
Israel
$100K +$99.3K +3,605 New
MWA
2697
Moser Wealth Advisors
Washington
$99.9K – – –
TFF
2698
The Family Firm
Maryland
$98.2K +$96.7K +3,511 New
WBC
2699
West Branch Capital
Massachusetts
$97.6K +$19.8K +719 +26%
FGA
2700
Fortis Group Advisors
New Jersey
$97.5K – – –