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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$23K -$86.1K -587 -76%
SLWA
527
San Luis Wealth Advisors
California
$22K +$14.1K +96 New
HPC
528
HM Payson & Co
Maine
$21K -$44.9K -306 -65%
HFM
529
Hartford Financial Management
Connecticut
$21K
SWM
530
Selective Wealth Management
Virginia
$21K +$5.14K +35 +26%
GWS
531
Glassman Wealth Services
Virginia
$21K +$7.92K +54 +48%
RA
532
Resolute Advisors
California
$20K
TIM
533
Tortoise Investment Management
New York
$20K
JMF
534
Johnson Midwest Financial
Iowa
$19K
NSIM
535
North Star Investment Management
Illinois
$19K
HFS
536
Hantz Financial Services
Michigan
$19K +$22K +150 +3,750%
Credit Agricole
537
Credit Agricole
France
$17K -$5.58K -38 -23%
KFI
538
Key Financial Inc
Pennsylvania
$17K
JWA
539
JFS Wealth Advisors
Pennsylvania
$17K +$734 +5 +4%
AA
540
Ancora Advisors
Ohio
$17K +$7.19K +49 +57%
CT
541
Cambridge Trust
Massachusetts
$16K -$1.03K -7 -5%
Bank Julius Baer & Co
542
Bank Julius Baer & Co
Switzerland
$16K -$147 -1 -0.8%
AWM
543
Accel Wealth Management
Iowa
$16K
RA
544
Rise Advisors
New York
$16K +$5.14K +35 +38%
BC
545
BIT Capital
Germany
$15.3K -$2.05K -14 -10%
HNB
546
Huntington National Bank
Ohio
$15K -$17.9K -122 -51%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$15K +$4.26K +29 +33%
ICM
548
Islay Capital Management
Texas
$14K
CP
549
Corbenic Partners
Pennsylvania
$13K -$5.87K -40 -28%
AF
550
Arrow Financial
New York
$13K