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Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Advisornet Financial
Minnesota
$83K +$89.2K +1,935 New
OIA
402
OneDigital Investment Advisors
Kansas
$80K -$8.53K -185 -9%
SSB
403
Sandy Spring Bank
Maryland
$79K -$5.86K -127 -6%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$79K
MSFP
405
Mark Sheptoff Financial Planning
Connecticut
$77K
IDBONY
406
Israel Discount Bank of New York
New York
$76K +$2.77K +60 +4%
MMG
407
Monetary Management Group
Missouri
$75K
CMO
408
Covenant Multifamily Offices
Texas
$68K +$72.4K +1,570 New
LCM
409
Liberty Capital Management
Michigan
$67K
AWM
410
Aevitas Wealth Management
Massachusetts
$67K +$71.6K +1,552 New
BC
411
Bartlett & Co
Ohio
$66K
IWM
412
IHT Wealth Management
Illinois
$55K
FWM
413
Focused Wealth Management
New York
$52K -$27.7K -600 -33%
H
414
Hexavest
Quebec, Canada
$52K
LIA
415
LS Investment Advisors
Michigan
$51K
MA
416
MCF Advisors
Kentucky
$51K
BWM
417
Baystate Wealth Management
Massachusetts
$49K
CCM
418
Covington Capital Management
California
$49K
ST
419
Smithfield Trust
Pennsylvania
$49K
FFC
420
First Financial Corp
Indiana
$48K
AIM
421
Advantage Investment Management
Iowa
$47K -$3.69K -80 -7%
CG
422
Cutler Group
California
$46K +$49.6K +1,076 New
MRCM
423
M&R Capital Management
New Jersey
$43K
SIM
424
Sonora Investment Management
Arizona
$43K
SIAP
425
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K