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Name Holding Trade Value Shares
Change
Change in
Stake
TF
601
TimeScale Financial
Massachusetts
$59K
ZB
602
Zions Bancorporation
Utah
$55K -$7.11K -84 -11%
BHWM
603
Bay Harbor Wealth Management
Maryland
$52K +$6.51K +77 +14%
BFC
604
Bedel Financial Consulting
Indiana
$51K +$254 +3 +0.5%
GFPC
605
Global Financial Private Client
Florida
$50.9K
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$30.3K +358 +199%
CFG
607
CKW Financial Group
Hawaii
$44K +$43.3K +512 New
WTC
608
WhitTier Trust Company
Nevada
$43K +$423 +5 +1%
NIM
609
NuWave Investment Management
New Jersey
$42K -$259K -3,063 -86%
TC
610
Truvestments Capital
Florida
$38K +$38.7K +457 New
LAS
611
Lloyd Advisory Services
Georgia
$37K -$4.82K -57 -11%
BCA
612
Berman Capital Advisors
Georgia
$37K +$11.3K +133 +40%
AWM
613
AllSquare Wealth Management
New York
$36K -$7.11K -84 -16%
FCA
614
FinTrust Capital Advisors
South Carolina
$34K -$20.3K -240 -38%
WT
615
Washington Trust
Rhode Island
$34K +$34.4K +406 New
GRP
616
Global Retirement Partners
California
$31K -$42.1K -497 -57%
HR
617
Howe & Rusling
New York
$31K
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$31K +$592 +7 +2%
CCM
619
Covington Capital Management
California
$29K -$17.9K -211 -38%
MWP
620
Meridian Wealth Partners
Pennsylvania
$29K
KFS
621
Kelly Financial Services
Massachusetts
$28.4K
HIIFS
622
Harel Insurance Investments & Financial Services
Israel
$28K -$13.5K -160 -32%
GWM
623
Geneos Wealth Management
Colorado
$28K -$8.38K -99 -22%
FANJ
624
Financial Architects (New Jersey)
New Jersey
$28K
HFA
625
HC Financial Advisors
California
$28K +$27.9K +330 New