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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1326
Royal Fund Management
Florida
$137K +$60 +1 +0%
KPCM
1327
Kings Point Capital Management
New York
$135K
GBBWRPM
1328
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K -$25.6K -423 -16%
SIAS
1329
Shine Investment Advisory Services
Colorado
$128K +$133K +2,195 New
MBI
1330
Montrusco Bolton Investments
Quebec, Canada
$126K +$131K +2,164 New
VNA
1331
Valley National Advisers
Pennsylvania
$122K +$3.45K +57 +3%
CFG
1332
CKW Financial Group
Hawaii
$121K
JCM
1333
Jacobi Capital Management
Pennsylvania
$116K +$7.8K +129 +7%
AOWM
1334
Alpha Omega Wealth Management
Virginia
$113K -$48.4K -800 -29%
SQA
1335
Simon Quick Advisors
New Jersey
$112K -$181K -2,996 -61%
SHJ
1336
Sharkey, Howes & Javer
Colorado
$112K +$9.07K +150 +8%
GI
1337
Gradient Investments
Minnesota
$111K +$2.78K +46 +2%
CIA
1338
Cascade Investment Advisors
Oregon
$109K
DRS
1339
Deane Retirement Strategies
Louisiana
$105K
EWM
1340
Endurance Wealth Management
Rhode Island
$105K
CCA
1341
Catalyst Capital Advisors
New York
$99K
SFPIA
1342
Stevens First Principles Investment Advisors
California
$99K
TSW
1343
Thompson Siegel & Walmsley
Virginia
$98K -$37K -612 -27%
CFD
1344
Creative Financial Designs
Indiana
$98K -$9.07K -150 -8%
CPIG
1345
Chicago Partners Investment Group
Illinois
$97K +$55.4K +916 +115%
ABA
1346
American Beacon Advisors
Texas
$95K
AIM
1347
Acrospire Investment Management
Illinois
$93K +$60.5K +1,000 +167%
AP
1348
Atwood & Palmer
Missouri
$89K -$20.1K -332 -18%
RFWA
1349
RPg Family Wealth Advisory
Massachusetts
$88.6K +$13.1K +217 +17%
HIIFS
1350
Harel Insurance Investments & Financial Services
Israel
$85K