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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$73K +$10.1K +157 +18%
RE
702
RBC Europe
United Kingdom
$72.3K
FP
703
Financial Perspectives
Minnesota
$70.2K +$65 +1 +0.1%
MCM
704
MV Capital Management
Maryland
$70K -$12.9K -200 -17%
FFW
705
Fusion Family Wealth
New York
$69K
WB
706
Webster Bank
Connecticut
$69K
AIM
707
AIA Investment Management
Singapore
$68K +$24K +372 +62%
SFS
708
Sowell Financial Services
Arkansas
$65K -$18.7K -290 -24%
HIA
709
Harbor Investment Advisory
Maryland
$65K +$29.1K +451 +96%
PWMG
710
Prestige Wealth Management Group
New Jersey
$64K +$12.1K +187 +26%
CAL
711
Capital Advisors Ltd
Ohio
$63K
Capstone Investment Advisors
712
Capstone Investment Advisors
New York
$61K -$125K -1,929 -69%
Fidelity International
713
Fidelity International
Bermuda
$61K +$194 +3 +0.3%
CWC
714
Carolinas Wealth Consulting
North Carolina
$58K +$51K +789 +1,973%
MME
715
Meag Munich Ergo
Germany
$56K -$18.5K -287 -26%
CA
716
Clearstead Advisors
Ohio
$54K -$30K -464 -38%
JWBC
717
John W. Brooker & Co
California
$54K +$323 +5 +0.7%
PCG
718
Private Capital Group
Connecticut
$54K +$14.7K +228 +42%
FCH
719
Freestone Capital Holdings
Washington
$53.2K +$48.9K +757 New
Lazard Asset Management
720
Lazard Asset Management
New York
$50K
GEA
721
Glen Eagle Advisors
New Jersey
$48.9K
PFS
722
Prospera Financial Services
Texas
$48K -$1.54M -23,811 -97%
FHA
723
Flagship Harbor Advisors
Massachusetts
$47K +$3.75K +58 +9%
SIM
724
Sonora Investment Management
Arizona
$42K
BFC
725
Bedel Financial Consulting
Indiana
$41K -$129 -2 -0.3%