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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
601
Concourse Financial Group Securities
Alabama
$33.4K +$16.1K +316 +95%
PWA
602
Provenance Wealth Advisors
Florida
$32.3K
Bessemer Group
603
Bessemer Group
New Jersey
$32K +$12.3K +242 +60%
ECM
604
Estabrook Capital Management
New York
$31.7K -$157K -3,088 -82%
LDB
605
Lee, Danner & Bass
Tennessee
$31.4K +$33.2K +652 New
HWM
606
Hemington Wealth Management
Virginia
$30K
SAM
607
Synergy Asset Management
Washington
$29.9K +$26.4K +519 New
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.3K -$9.81K -193 -26%
LSA
609
Leonteq Securities AG
Switzerland
$28.9K +$22.2K +437 +270%
MFA
610
McClarren Financial Advisors
Pennsylvania
$28K +$27.6K +543 +953%
HI
611
Hoey Investments
Pennsylvania
$27.6K
FFO
612
Fortitude Family Office
Arizona
$27.5K -$9.25K -182 -24%
FFA
613
Frazier Financial Advisors
Ohio
$27.1K -$3.31K -65 -10%
AWM
614
AllSquare Wealth Management
New York
$26.2K
RWPA
615
Richard W. Paul & Associates
Michigan
$26.1K +$102 +2 +0.4%
BCWM
616
Bartlett & Co Wealth Management
Ohio
$26K
IBOK
617
Independence Bank of Kentucky
Kentucky
$24.9K
WA
618
WPG Advisers
Maryland
$24.4K +$25.7K +506 New
BBHC
619
Brown Brothers Harriman & Co
New York
$24.1K
GIA
620
GHP Investment Advisors
Colorado
$24.1K
PCM
621
Perritt Capital Management
Illinois
$24.1K
AAP
622
Arax Advisory Partners
Colorado
$23.4K -$11.7K -231 -32%
MCM
623
Manchester Capital Management
Vermont
$22.7K -$6.51K -128 -21%
SSB
624
Sandy Spring Bank
Maryland
$21.9K +$23.1K +455 New
EDRH
625
Edmond de Rothschild Holding
Switzerland
$19.3K