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Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Clearstead Trust
Maine
$195K
VNA
677
Valley National Advisers
Pennsylvania
$194K
WR
678
WD Rutherford
Oregon
$192K
CFFP
679
Center for Financial Planning
Michigan
$191K
HI
680
Harbour Investments
Wisconsin
$190K +$8.41K +30 +5%
NFG
681
Next Financial Group
Texas
$188K +$69.3K +247 +65%
WT
682
Washington Trust
Rhode Island
$185K
JWM
683
Janiczek Wealth Management
Colorado
$183K +$14.9K +53 +10%
AII
684
AGF Investments Inc
Ontario, Canada
$175K -$1.05M -3,753 -87%
TFM
685
TFC Financial Management
Massachusetts
$167K
FF
686
FourThought Financial
Florida
$157K -$5.05K -18 -3%
SIA
687
Sit Investment Associates
Minnesota
$156K
ED
688
Exane Derivatives
France
$155K -$12.9K -46 -8%
BDS
689
Banco de Sabadell
Florida
$151K
FWM
690
Focused Wealth Management
New York
$150K +$140K +500 New
CTC
691
Central Trust Company
Missouri
$144K -$21.3K -76 -14%
AWA
692
Arkadios Wealth Advisors
Georgia
$136K +$92.3K +329 +267%
ACA
693
Atlas Capital Advisors
Wyoming
$134K +$2.24K +8 +2%
Jones Financial Companies
694
Jones Financial Companies
Missouri
$131K -$3.65K -13 -3%
PCG
695
Private Capital Group
Connecticut
$129K +$7.85K +28 +7%
CI Investments Inc
696
CI Investments Inc
Ontario, Canada
$126K -$22.2K -79 -16%
CWC
697
Carolinas Wealth Consulting
North Carolina
$126K +$280 +1 +0.2%
NFSG
698
Newbridge Financial Services Group
Florida
$125K +$116K +414 New
HFM
699
Hartford Financial Management
Connecticut
$124K
SCM
700
Silvant Capital Management
Georgia
$124K