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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1001
TimeScale Financial
Massachusetts
$129K
AWM
1002
Avior Wealth Management
Nebraska
$122K -$281 -2 -0.2%
EWM
1003
Evermay Wealth Management
Virginia
$121K -$1.97K -14 -2%
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$118K -$15.3K -109 -11%
RTC
1005
Riverview Trust Company
Washington
$117K
LS
1006
Livforsakringsbolaget Skandia
Sweden
$116K
CP
1007
Castleview Partners
Texas
$108K -$982 -7 -0.9%
CFD
1008
Creative Financial Designs
Indiana
$107K +$73.1K +521 +208%
ZB
1009
Zions Bancorporation
Utah
$107K -$6.6K -47 -6%
AI
1010
AXS Investments
New York
$106K +$4.63K +33 +5%
GIA
1011
GHP Investment Advisors
Colorado
$104K +$58.9K +420 +126%
GFPC
1012
Global Financial Private Client
Florida
$100K
MCM
1013
Manchester Capital Management
Vermont
$99.6K +$47K +335 +88%
KFS
1014
Kelly Financial Services
Massachusetts
$94.2K
CCA
1015
Catalyst Capital Advisors
New York
$93.3K -$4.03M -28,743 -98%
SS
1016
Sunbelt Securities
Texas
$91.3K
CB
1017
Community Bank
New York
$87.8K
HI
1018
Harbour Investments
Wisconsin
$86.1K +$1.97K +14 +2%
HA
1019
Homestead Advisers
Virginia
$85K +$48K +342 +127%
PPWM
1020
PFG Private Wealth Management
Florida
$83.6K +$561 +4 +0.7%
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83.3K
CHA
1022
Carmichael Hill & Associates
Maryland
$83.3K +$84.2K +600 New
WBC
1023
West Branch Capital
Massachusetts
$81.7K
AWM
1024
Atticus Wealth Management
Florida
$80.7K -$5.47K -39 -6%
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$79.6K