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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
551
Creative Financial Designs
Indiana
$7K
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$7K
CFG
553
Citizens Financial Group
Rhode Island
$6K
GAM
554
Gemmer Asset Management
California
$6K
SFG
555
SevenBridge Financial Group
Pennsylvania
$6K
PWMG
556
Prestige Wealth Management Group
New Jersey
$6K +$6.17K +39 New
CI
557
CX Institutional
Indiana
$6K +$6.8K +43 New
YWP
558
YorkBridge Wealth Partners
New York
$5K -$118K -745 -95%
SMFS
559
Squar Milner Financial Services
California
$5K -$9.17K -58 -64%
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$5K -$4.75K -30 -48%
BL
561
Balentine LLC
Georgia
$5K
FC
562
Ferris Capital
Massachusetts
$5K
MA
563
MCF Advisors
Kentucky
$5K
WANY
564
Wealthspire Advisors (New York)
New York
$5K +$4.9K +31 New
SWM
565
SeaCrest Wealth Management
New York
$4K -$633 -4 -14%
ACS
566
Archford Capital Strategies
Illinois
$4K
1832 Asset Management
567
1832 Asset Management
Ontario, Canada
$4K +$3.95K +25 New
CAW
568
Cornerstone Advisors (Washington)
Washington
$3K -$134K -850 -97%
CB
569
Community Bank
New York
$3K -$36.5K -231 -91%
SIAP
570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
TFO
571
Tarbox Family Office
California
$3K +$633 +4 +22%
CTC
572
Central Trust Company
Missouri
$3K +$1.58K +10 +83%
WPA
573
West Paces Advisors
Georgia
$2.91K
Lazard Asset Management
574
Lazard Asset Management
New York
$2K -$26.5M -167,269 -100%
AF
575
Allworth Financial
California
$2K