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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$10K – – –
TF
602
TimeScale Financial
Massachusetts
$10K +$55 +1 +0.6%
LF
603
Lee Financial
Texas
$9K -$78.4K -1,435 -90%
CFGS
604
Concourse Financial Group Securities
Alabama
$9K -$36.3K -665 -81%
HFS
605
Hantz Financial Services
Michigan
$9K -$55 -1 -0.6%
MW
606
Milestone Wealth
New York
$9K – – –
ST
607
Smithfield Trust
Pennsylvania
$9K – – –
CFN
608
Cordasco Financial Network
Florida
$8K – – –
PFA
609
Professional Financial Advisors
Nebraska
$7K – – –
TFGT
610
TS Financial Group (TSFG)
Illinois
$7K – – –
SBL
611
Sargent Bickham Lagudis
Colorado
$7K +$55 +1 +0.9%
GIA
612
GHP Investment Advisors
Colorado
$7K +$6.34K +116 New
WIM
613
Westside Investment Management
California
$6.28K -$10.9K -200 -67%
CFFP
614
Center for Financial Planning
Michigan
$6K – – –
MRCM
615
M&R Capital Management
New Jersey
$6K – – –
PMFA
616
Plante Moran Financial Advisors
Michigan
$6K – – –
SWA
617
SOA Wealth Advisors
New York
$6K – – –
AA
618
Addison Advisors
Vermont
$6K +$328 +6 +7%
SC
619
Stephens Consulting
Michigan
$5.56K – – –
MCM
620
MV Capital Management
Maryland
$5K +$1.53K +28 +56%
T
621
TCWP
Ohio
$5K +$4.92K +90 New
RWM
622
Raffa Wealth Management
District of Columbia
$4.88K – – –
MA
623
MUFG Americas
New York
$4K -$38.6K -706 -92%
AWM
624
Accel Wealth Management
Iowa
$4K -$2.02K -37 -40%
CAM
625
CenterStar Asset Management
Illinois
$4K – – –