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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
401
Creative Financial Designs
Indiana
$64K +$38K +2,196 +223%
HNB
402
Huntington National Bank
Ohio
$63K +$5.63K +325 +12%
PHK
403
Point72 Hong Kong
Hong Kong
$49K +$42.6K +2,459 New
SMFG
404
Sumitomo Mitsui Financial Group
Japan
$44K +$38.1K +2,200 New
JWA
405
JFS Wealth Advisors
Pennsylvania
$41K +$27.1K +1,568 +319%
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$40K
HDIM
407
Hanson & Doremus Investment Management
Vermont
$40K +$34.6K +2,000 New
SGAM
408
Smith Group Asset Management
Texas
$37K +$1.65K +95 +5%
AF
409
Advisornet Financial
Minnesota
$37K +$12.2K +705 +61%
ST
410
Smithfield Trust
Pennsylvania
$33K
SSB
411
Sandy Spring Bank
Maryland
$31K
BCM
412
Bourgeon Capital Management
Connecticut
$30K +$26K +1,500 +18,750%
HF
413
Halpern Financial
Virginia
$29.1K
WWP
414
WR Wealth Planners
Missouri
$28.6K +$24.8K +1,433 New
JIR
415
James Investment Research
Ohio
$28K +$2.35K +136 +11%
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$6.16K +356 +35%
PMFA
417
Plante Moran Financial Advisors
Michigan
$26K +$22.5K +1,300 New
SN
418
Sittner & Nelson
Oregon
$25K
SBL
419
Sargent Bickham Lagudis
Colorado
$25K +$11.2K +646 +106%
NFSG
420
Newbridge Financial Services Group
Florida
$25K +$20.3K +1,175 +1,567%
AF
421
Allworth Financial
California
$25K +$21.6K +1,250 New
ICM
422
Islay Capital Management
Texas
$20K
OIA
423
Optimum Investment Advisors
Illinois
$20K
PGAM
424
Princeton Global Asset Management
New Jersey
$20K
FCG
425
Financial Connections Group
California
$19K +$17.3K +1,000 New