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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
701
Private Capital Group
Connecticut
$122K +$35.9K +249 +39%
CWP
702
Concord Wealth Partners
Virginia
$120K -$180K -1,250 -59%
SWM
703
Spire Wealth Management
Virginia
$120K – – –
RE
704
RBC Europe
United Kingdom
$119K – – –
IA
705
IFP Advisors
Florida
$118K +$10.1K +70 +9%
PHK
706
Point72 Hong Kong
Hong Kong
$117K -$247K -1,708 -67%
CCM
707
Covington Capital Management
California
$116K +$722 +5 +0.6%
SCA
708
Stonebridge Capital Advisors
Minnesota
$114K – – –
CFB
709
Cullen/Frost Bankers
Texas
$114K +$120K +834 New
CAL
710
Capital Analysts LLC
Pennsylvania
$113K -$1.01K -7 -0.8%
NIM
711
NuWave Investment Management
New Jersey
$111K -$69.3K -480 -37%
CTC
712
Central Trust Company
Missouri
$108K +$1.3K +9 +1%
CWC
713
Carolinas Wealth Consulting
North Carolina
$106K -$15.6K -108 -12%
ACM
714
AUA Capital Management
Pennsylvania
$106K – – –
CI
715
CX Institutional
Indiana
$98K +$6.21K +43 +6%
APA
716
American Portfolios Advisors
New York
$97.8K +$16.7K +116 +19%
CFG
717
CKW Financial Group
Hawaii
$92K – – –
PB
718
Pinnacle Bancorp
Nebraska
$91K – – –
PG
719
Proffitt & Goodson
Tennessee
$83K -$101K -700 -54%
JWM
720
Janiczek Wealth Management
Colorado
$83K +$29.9K +207 +52%
NFG
721
Next Financial Group
Texas
$77K +$6.06K +42 +8%
JWA
722
JFS Wealth Advisors
Pennsylvania
$75K +$79K +547 New
MCM
723
MV Capital Management
Maryland
$69K +$62.6K +434 +620%
BHWM
724
Bay Harbor Wealth Management
Maryland
$66K -$144 -1 -0.2%
BCM
725
Bourgeon Capital Management
Connecticut
$60K +$144 +1 +0.2%
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