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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
MinichMacGregor Wealth Management
New York
$94K +$63 +1 +0.1%
BFS
402
Bard Financial Services
Connecticut
$93K
VI
403
Vestcor Inc
New Brunswick, Canada
$92K -$14K -223 -13%
HW
404
Hancock Whitney
Mississippi
$92K
LDFR
405
Lehman & Derafelo Financial Resources
Pennsylvania
$92K
BMCM
406
Bryn Mawr Capital Management
Pennsylvania
$91K
CTA
407
Colonial Trust Advisors
South Carolina
$90K
AAS
408
Avantax Advisory Services
Texas
$90K +$93.2K +1,482 New
FAIM
409
Financial Advocates Investment Management
Washington
$88K -$301K -4,795 -77%
RC
410
RegentAtlantic Capital
New Jersey
$88K +$126 +2 +0.1%
SQA
411
Simon Quick Advisors
New Jersey
$88K +$629 +10 +0.7%
EIP
412
Ellis Investment Partners
Pennsylvania
$87K +$189 +3 +0.2%
FP
413
Fiduciary Planning
Florida
$87K +$89.6K +1,425 New
FHA
414
Flagship Harbor Advisors
Massachusetts
$85K
SSG
415
Summit Securities Group
New York
$83K -$25.3K -402 -23%
Bessemer Group
416
Bessemer Group
New Jersey
$82K
TPWA
417
TRUE Private Wealth Advisors
Oregon
$82K
USCWA
418
U.S. Capital Wealth Advisors
Texas
$82K +$84.9K +1,350 New
QWM
419
Quaker Wealth Management
New Jersey
$81K +$83.8K +1,334 New
FFG
420
Fortem Financial Group
California
$80K
IA
421
IFG Advisory
Georgia
$80K
BWA
422
BDO Wealth Advisors
Florida
$79K -$16K -255 -16%
DILIC
423
Dai-ichi Life Insurance Company
Japan
$79K
TFS
424
TrustCore Financial Services
Tennessee
$79K
HSA
425
HBK Sorce Advisory
Pennsylvania
$78K -$2.7K -43 -3%