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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
601
Israel Discount Bank of New York
New York
$37K – – –
SLF
602
Sun Life Financial
Ontario, Canada
$36.3K -$1.16M -22,078 -92%
CCM
603
Covington Capital Management
California
$36K – – –
QCG
604
Quadrant Capital Group
Ohio
$35K +$25K +477 +124%
SPIA
605
Steward Partners Investment Advisory
New York
$32K +$34.6K +660 New
BWA
606
Burt Wealth Advisors
Maryland
$31K – – –
BCM
607
Brasada Capital Management
Texas
$30K -$1.64M -31,199 -98%
AAP
608
Arax Advisory Partners
Colorado
$30K +$30.5K +582 +2,425%
SFG
609
SevenBridge Financial Group
Pennsylvania
$29K – – –
RFA
610
Reilly Financial Advisors
California
$29K +$10.5K +200 +50%
CIP
611
Convergence Investment Partners
Florida
$29K +$30.2K +576 New
PA
612
Parallel Advisors
California
$28K -$105 -2 -0.4%
RCAG
613
Rehmann Capital Advisory Group
Michigan
$28K +$29.7K +566 New
CB
614
Community Bank
New York
$27K – – –
GI
615
Gradient Investments
Minnesota
$26K +$6.66K +127 +32%
SSB
616
Sandy Spring Bank
Maryland
$25K -$15.7K -300 -38%
FNB
617
Farmers National Bank
Kentucky
$25K – – –
MWM
618
Mascoma Wealth Management
New Hampshire
$24K – – –
RFC
619
Regions Financial Corp
Alabama
$21K -$45.4K -866 -68%
CJA
620
C-J Advisory
California
$21K – – –
FPFS
621
First Personal Financial Services
North Carolina
$21K – – –
TCOV
622
Trust Company of Vermont
Vermont
$21K – – –
BC
623
Bartlett & Co
Ohio
$21K +$7.81K +149 +56%
CFD
624
Creative Financial Designs
Indiana
$21K +$21.8K +415 New
HAM
625
Highstreet Asset Management
Ontario, Canada
$21K +$21.8K +416 New