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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Cornerstone Advisory
Maryland
$82K +$78.6K +360 New
KFI
702
Key Financial Inc
Pennsylvania
$81K – – –
TFM
703
TFC Financial Management
Massachusetts
$79K -$4.8K -22 -6%
AA
704
Ancora Advisors
Ohio
$78K – – –
SC
705
Solstein Capital
California
$75K – – –
AF
706
Advisornet Financial
Minnesota
$70K +$30.1K +138 +81%
HPC
707
HM Payson & Co
Maine
$69K – – –
SBL
708
Sargent Bickham Lagudis
Colorado
$69K – – –
Simplex Trading
709
Simplex Trading
Illinois
$68K -$1.4M -6,412 -96%
C
710
Covestor
United Kingdom
$64K +$60.4K +277 New
AG
711
AIA Group
Hong Kong
$63K +$60.2K +276 New
BIA
712
Bell Investment Advisors
California
$60K +$9.6K +44 +20%
CWS
713
Confluence Wealth Services
Pennsylvania
$60K +$58K +266 New
PCG
714
Private Capital Group
Connecticut
$59K – – –
CFA
715
Carroll Financial Associates
North Carolina
$58K -$1.09K -5 -2%
GWS
716
Glassman Wealth Services
Virginia
$57K +$2.4K +11 +5%
FFG
717
Ford Financial Group
California
$56K +$54.3K +249 New
TWA
718
TCI Wealth Advisors
Arizona
$55K – – –
VCM
719
Vigilant Capital Management
Maine
$53K – – –
AS
720
Altshuler Shaham
Israel
$50K +$48K +220 New
1832 Asset Management
721
1832 Asset Management
Ontario, Canada
$49K -$6.84M -31,349 -99%
TCWA
722
Ten Capital Wealth Advisors
Washington
$49K +$46.5K +213 New
KSWA
723
Kathleen S. Wright Associates
Pennsylvania
$46K +$43.6K +200 New
FFA
724
Freedman Financial Associates
Massachusetts
$43K – – –
RFA
725
Reilly Financial Advisors
California
$37K – – –