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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$95K +$49.6K +889 +115%
BAM
502
Bellevue Asset Management
Washington
$94K
BWL
503
Bogart Wealth LLC
Virginia
$93K
CG
504
Cutler Group
California
$92K +$90.3K +1,617 New
NFG
505
Next Financial Group
Texas
$88K +$16.1K +289 +24%
PA
506
Parallel Advisors
California
$87K +$8.77K +157 +12%
EIP
507
Ellis Investment Partners
Pennsylvania
$84K +$670 +12 +0.8%
M
508
MOTCO
Texas
$81K +$1.51K +27 +2%
GRP
509
Global Retirement Partners
California
$78K -$289K -5,176 -79%
T
510
TOBAM
France
$76K
Lazard Asset Management
511
Lazard Asset Management
New York
$76K +$11.2K +200 +18%
MWA
512
Moser Wealth Advisors
Washington
$75K
HIA
513
Harbor Investment Advisory
Maryland
$71K
NSIM
514
North Star Investment Management
Illinois
$70K
Jones Financial Companies
515
Jones Financial Companies
Missouri
$69K -$10.1K -181 -13%
AIM
516
Anchor Investment Management
South Carolina
$68.5K
TPCW
517
TD Private Client Wealth
New York
$67.2K -$614 -11 -0.9%
BCA
518
Berman Capital Advisors
Georgia
$65K +$14.8K +265 +30%
AF
519
Advisornet Financial
Minnesota
$63K +$168 +3 +0.3%
EW
520
Evoke Wealth
California
$62K -$2.01K -36 -3%
TCOV
521
Trust Company of Vermont
Vermont
$62K
GEA
522
Glen Eagle Advisors
New Jersey
$60.5K
COCM
523
Charter Oak Capital Management
New Hampshire
$59K
LCM
524
Logan Capital Management
Pennsylvania
$57K
SPIA
525
Steward Partners Investment Advisory
New York
$54K -$59.6K -1,068 -53%