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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
1051
Platform Technology Partners
New York
$741K +$19.9K +145 +3%
GD
1052
Grandfield & Dodd
New York
$740K -$1.65K -12 -0.3%
BHWM
1053
Bar Harbor Wealth Management
New Hampshire
$739K
BOS
1054
Bingham Osborn & Scarborough
California
$739K +$22.5K +164 +4%
CFA
1055
Carroll Financial Associates
North Carolina
$733K +$2.74K +20 +0.4%
FA
1056
FMA Advisory
Pennsylvania
$733K +$59.1K +431 +10%
VFPI
1057
Vantage Financial Partners (Illinois)
Illinois
$732K
CT
1058
Cambridge Trust
Massachusetts
$730K
CMA
1059
Cedar Mountain Advisors
Oregon
$727K
BI
1060
Ballast Inc
Kentucky
$726K -$25K -182 -4%
JCIA
1061
Jackson Creek Investment Advisors
Colorado
$726K +$633K +4,610 New
EWM
1062
Executive Wealth Management
Michigan
$725K -$10.2K -74 -2%
LOAME
1063
Lombard Odier Asset Management (Europe)
United Kingdom
$721K +$628K +4,580 New
CF
1064
Copperwynd Financial
Arizona
$720K -$24.6K -179 -4%
AA
1065
Ancora Advisors
Ohio
$720K +$13.2K +96 +2%
WI
1066
Wintrust Investments
Illinois
$719K +$26.8K +195 +4%
GC
1067
Grimes & Company
Massachusetts
$718K
PFBT
1068
Parkside Financial Bank & Trust
Missouri
$717K -$145K -1,055 -19%
Jones Financial Companies
1069
Jones Financial Companies
Missouri
$717K +$127K +926 +26%
BFA
1070
Bragg Financial Advisors
North Carolina
$716K
CIAS
1071
Capital Investment Advisory Services
North Carolina
$715K -$20K -146 -3%
DIA
1072
Dean Investment Associates
Ohio
$713K -$7.55K -55 -1%
RMAM
1073
Raab & Moskowitz Asset Management
New Jersey
$713K +$20.4K +149 +3%
WAP
1074
Wealthcare Advisory Partners
Pennsylvania
$706K +$62.3K +454 +11%
AFM
1075
Andesa Financial Management
Pennsylvania
$706K +$91K +663 +17%