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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
526
Mark Sheptoff Financial Planning
Connecticut
$25K -$13.2K -90 -31%
CAM
527
Costello Asset Management
Pennsylvania
$25K +$293 +2 +1%
CFGS
528
Concourse Financial Group Securities
Alabama
$23K -$86.1K -587 -76%
SLWA
529
San Luis Wealth Advisors
California
$22K +$14.1K +96 New
HPC
530
HM Payson & Co
Maine
$21K -$44.9K -306 -65%
HFM
531
Hartford Financial Management
Connecticut
$21K – – –
SWM
532
Selective Wealth Management
Virginia
$21K +$5.14K +35 +26%
GWS
533
Glassman Wealth Services
Virginia
$21K +$7.92K +54 +48%
RA
534
Resolute Advisors
California
$20K – – –
TIM
535
Tortoise Investment Management
New York
$20K – – –
JMF
536
Johnson Midwest Financial
Iowa
$19K – – –
NSIM
537
North Star Investment Management
Illinois
$19K – – –
HFS
538
Hantz Financial Services
Michigan
$19K +$22K +150 +3,750%
Credit Agricole
539
Credit Agricole
France
$17K -$5.58K -38 -23%
KFI
540
Key Financial Inc
Pennsylvania
$17K – – –
JWA
541
JFS Wealth Advisors
Pennsylvania
$17K +$734 +5 +4%
AA
542
Ancora Advisors
Ohio
$17K +$7.19K +49 +57%
CT
543
Cambridge Trust
Massachusetts
$16K -$1.03K -7 -5%
Bank Julius Baer & Co
544
Bank Julius Baer & Co
Switzerland
$16K -$147 -1 -0.8%
AWM
545
Accel Wealth Management
Iowa
$16K – – –
RA
546
Rise Advisors
New York
$16K +$5.14K +35 +38%
BC
547
BIT Capital
Germany
$15.3K -$2.05K -14 -10%
HNB
548
Huntington National Bank
Ohio
$15K -$17.9K -122 -51%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$15K +$4.26K +29 +33%
ICM
550
Islay Capital Management
Texas
$14K – – –