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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1226
CNB Bank
Pennsylvania
$74K – – –
WAP
1227
Wealthcare Advisory Partners
Pennsylvania
$74K +$77K +622 New
HFS
1228
Hantz Financial Services
Michigan
$72K -$1.2M -9,658 -94%
HFA
1229
HC Financial Advisors
California
$71K – – –
KPCM
1230
Kings Point Capital Management
New York
$71K +$37.2K +300 +100%
AIA
1231
AGF Investments America
Ontario, Canada
$70K -$2.23K -18 -3%
BWM
1232
BerganKDV Wealth Management
Minnesota
$68K – – –
IFAM
1233
Institutional & Family Asset Management
Colorado
$67K -$38.4K -310 -35%
MSFP
1234
Mark Sheptoff Financial Planning
Connecticut
$66K -$24.8K -200 -27%
LWM
1235
Liberty Wealth Management
California
$66K – – –
RWG
1236
Regal Wealth Group
California
$65K -$61.6K -497 -47%
Jones Financial Companies
1237
Jones Financial Companies
Missouri
$65K -$11.1K -90 -14%
WP
1238
WealthShield Partners
North Carolina
$62K +$65.4K +528 New
AP
1239
Arlington Partners
Alabama
$59K – – –
TIM
1240
Tortoise Investment Management
New York
$59K – – –
CSS
1241
Cubist Systematic Strategies
Connecticut
$57K -$1.76M -14,205 -97%
BWA
1242
BDO Wealth Advisors
Florida
$53K +$27.9K +225 +102%
FWM
1243
Focused Wealth Management
New York
$52K +$16K +129 +42%
RBC
1244
Roble Belko & Company
Pennsylvania
$50K – – –
MA
1245
MUFG Americas
New York
$49K – – –
DOA
1246
D'Orazio & Associates
Virginia
$49K +$1.86K +15 +4%
CWM
1247
Cedar Wealth Management
California
$48K -$3.72K -30 -7%
MRCM
1248
M&R Capital Management
New Jersey
$47K -$111K -900 -69%
Cohen & Steers
1249
Cohen & Steers
New York
$46K -$7.43K -60 -13%
TWA
1250
TCI Wealth Advisors
Arizona
$45K -$3.59K -29 -7%