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Name Holding Trade Value Shares
Change
Change in
Stake
PO
676
Private Ocean
California
$108K
PSIWM
677
Paradigm Strategies in Wealth Management
Minnesota
$107K
CPA
678
Cowen Prime Advisors
New York
$106K
FF
679
FourThought Financial
Florida
$106K
SA
680
SRH Advisors
Kansas
$106K
PA
681
Perennial Advisors
New York
$101K
MAWCM
682
Mine & Arao Wealth Creation & Management
California
$99K
MRCM
683
M&R Capital Management
New Jersey
$96K -$47.9K -700 -33%
RMC
684
Resources Management Corp
Connecticut
$94K
RBC
685
Roble Belko & Company
Pennsylvania
$92K
BCA
686
Berman Capital Advisors
Georgia
$90K +$48.3K +706 +104%
POIA
687
Pin Oak Investment Advisors
Texas
$89K
CAL
688
Capital Analysts LLC
Pennsylvania
$88K +$411 +6 +0.5%
BBL
689
Beck Bode LLC
Massachusetts
$87K -$12.8M -187,588 -99%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$83K -$125K -1,832 -59%
ETI
691
Enterprise Trust & Investment
California
$80K +$82.3K +1,202 New
DI
692
Disciplined Investments
Oklahoma
$79K
CC
693
Corsicana & Co
Texas
$79K +$82.1K +1,200 New
ST
694
Smithfield Trust
Pennsylvania
$77K -$6.02K -88 -7%
PFGIA
695
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$274 +4 +0.3%
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$74K +$1.09K +16 +1%
LC
697
Lindbrook Capital
California
$73K +$821 +12 +1%
SWA
698
SOA Wealth Advisors
New York
$73K +$26.8K +392 +55%
CI
699
CX Institutional
Indiana
$72K +$24K +350 +47%
KTC
700
Kistler-Tiffany Companies
Pennsylvania
$70K