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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Meeder Asset Management
Ohio
$15K
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$943 -32 -7%
WT
203
Washington Trust
Rhode Island
$13K
Jones Financial Companies
204
Jones Financial Companies
Missouri
$12K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$12K
BBHC
206
Brown Brothers Harriman & Co
New York
$10K -$2.92K -99 -22%
BMD
207
Better Money Decisions
New Mexico
$10K
RWM
208
Raffa Wealth Management
District of Columbia
$9.15K +$2.92K +99 +45%
TRCT
209
Tower Research Capital (TRC)
New York
$9K -$35.3K -1,198 -79%
NFG
210
Next Financial Group
Texas
$9K +$7.04K +239 +327%
BIA
211
Bell Investment Advisors
California
$9K +$8.81K +299 New
FRA
212
Front Row Advisors
California
$8K
PMFA
213
Plante Moran Financial Advisors
Michigan
$7K -$4.1K -139 -36%
CFD
214
Creative Financial Designs
Indiana
$7K
JCM
215
Jacobi Capital Management
Pennsylvania
$7K
SWM
216
Sugarloaf Wealth Management
Georgia
$7K
BWM
217
BerganKDV Wealth Management
Minnesota
$7K +$7.4K +251 New
HWM
218
HighMark Wealth Management
Minnesota
$6K -$472 -16 -8%
FMP
219
Financial Management Professionals
Texas
$6K
First Manhattan
220
First Manhattan
New York
$6K
RIM
221
Rockbridge Investment Management
New York
$6K
EW
222
Evoke Wealth
California
$5K
PWMG
223
Prestige Wealth Management Group
New Jersey
$5K
HFS
224
Hantz Financial Services
Michigan
$4K -$5.19K -176 -55%
SSB
225
Sandy Spring Bank
Maryland
$4K