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Name Holding Trade Value Shares
Change
Change in
Stake
FP
701
Financial Perspectives
Minnesota
$60.8K +$116 +2 +0.2%
FFW
702
Fusion Family Wealth
New York
$60K
WB
703
Webster Bank
Connecticut
$60K
IA
704
IndexIQ Advisors
New York
$59K +$49.7K +853 +742%
ADL
705
Asset Dedication LLC
California
$57K -$166K -2,842 -75%
PIMG
706
Patriot Investment Management Group
Tennessee
$56.8K +$54.3K +932 New
BBA
707
Braun-Bostich & Associates
Pennsylvania
$56K -$7.75K -133 -13%
CAL
708
Capital Advisors Ltd
Ohio
$54K
GWS
709
Glassman Wealth Services
Virginia
$54K +$408 +7 +0.8%
Fidelity International
710
Fidelity International
Bermuda
$52K +$50.1K +861 New
PA
711
Procyon Advisors
Connecticut
$50K
TF
712
Tompkins Financial
New York
$49K
MIFH
713
Migdal Insurance & Financial Holdings
Israel
$47K +$4.13K +71 +10%
JWBC
714
John W. Brooker & Co
California
$46K +$349 +6 +0.8%
PAI
715
Pittenger & Anderson Inc
Nebraska
$44K -$1.95M -33,500 -98%
Lazard Asset Management
716
Lazard Asset Management
New York
$43K -$4.25K -73 -9%
HR
717
Howe & Rusling
New York
$43K +$1.75K +30 +4%
PWMG
718
Prestige Wealth Management Group
New Jersey
$43K +$22.9K +393 +123%
GEA
719
Glen Eagle Advisors
New Jersey
$42.4K +$2.68K +46 +7%
FHA
720
Flagship Harbor Advisors
Massachusetts
$37K -$2.5K -43 -6%
AIM
721
AIA Investment Management
Singapore
$37K
SIM
722
Sonora Investment Management
Arizona
$36K -$3.32K -57 -9%
BFC
723
Bedel Financial Consulting
Indiana
$36K +$116 +2 +0.3%
KC
724
Knuff & Co
California
$34K +$20.4K +351 +176%
PCG
725
Private Capital Group
Connecticut
$33K +$116 +2 +0.4%