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SF

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
401
J. Safra Asset Management
New York
$11.3K +$10.4K +182 New
CPG
402
Cornerstone Planning Group
New Jersey
$10.8K -$3.25K -57 -27%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$9.86K -$6.16K -108 -41%
CFD
404
Creative Financial Designs
Indiana
$8.92K -$2.57K -45 -24%
FFA
405
Frazier Financial Advisors
Ohio
$8.83K -$5.48K -96 -41%
JWA
406
JFS Wealth Advisors
Pennsylvania
$8.64K +$228 +4 +3%
WTC
407
WhitTier Trust Company
Nevada
$8.45K – – –
FFC
408
First Financial Corp
Indiana
$8.26K – – –
PTC
409
Private Trust Company
Ohio
$8.17K -$1.03K -18 -12%
WWM
410
Wolff Wiese Magana
California
$6.95K +$6.33K +111 New
AGWCA
411
Annis Gardner Whiting Capital Advisors
Florida
$6.29K -$2.79K -49 -33%
GWM
412
Geneos Wealth Management
Colorado
$6.29K +$5.76K +101 New
HI
413
Harbour Investments
Wisconsin
$5.63K – – –
CPA
414
Capital Performance Advisors
California
$4.98K +$4.56K +80 New
LFA
415
LGT Financial Advisors
Texas
$4.88K – – –
BIA
416
Bell Investment Advisors
California
$4.6K -$685 -12 -14%
S
417
Sachetta
Massachusetts
$4.6K – – –
CA
418
Continuum Advisory
Idaho
$4.16K +$1.43K +25 +86%
RWM
419
Ruedi Wealth Management
Illinois
$4.04K -$3.65K -64 -50%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$3.94K – – –
ATS
421
Ashton Thomas Securities
New York
$3.94K +$3.59K +63 New
CTC
422
Cetera Trust Company
Minnesota
$3.76K – – –
PWMG
423
Private Wealth Management Group
New Jersey
$3.66K – – –
CWC
424
Carolinas Wealth Consulting
North Carolina
$3.29K – – –
AF
425
Advisornet Financial
Minnesota
$3K +$399 +7 +17%
15 16
17
18 19