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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
701
North Star Investment Management
Illinois
$50K
CCM
702
Covington Capital Management
California
$44K +$31.4K +127 +254%
JGIA
703
Jackson Grant Investment Advisers
Connecticut
$43K
RE
704
RBC Europe
United Kingdom
$42.5K
AssetMark Inc
705
AssetMark Inc
California
$41K +$31.2K +126 +315%
SWA
706
Sutton Wealth Advisors
Florida
$40.5K
WOC
707
West Oak Capital
California
$40K
BFEC
708
Benjamin F. Edwards & Company
Missouri
$38K -$1.24K -5 -3%
HCM
709
Highlander Capital Management
New Jersey
$37K
PA
710
PSI Advisors
Florida
$37K +$37.1K +150 New
CFA
711
Carroll Financial Associates
North Carolina
$35K +$495 +2 +1%
BFC
712
Bedel Financial Consulting
Indiana
$34K
ME
713
McIlrath & Eck
Washington
$31K
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K -$13.6K -55 -32%
Cohen & Steers
715
Cohen & Steers
New York
$29K -$11.6K -47 -29%
CCA
716
Catalyst Capital Advisors
New York
$29K +$1.24K +5 +5%
TPCW
717
TD Private Client Wealth
New York
$28.5K
DFCM
718
Dark Forest Capital Management
Puerto Rico
$28K +$27.5K +111 New
CPC
719
Consolidated Planning Corp
Georgia
$27K +$26.5K +107 New
IFAM
720
Institutional & Family Asset Management
Colorado
$26K
PCG
721
Private Capital Group
Connecticut
$26K +$248 +1 +1%
AF
722
Advisornet Financial
Minnesota
$25K -$62.6K -253 -72%
PCFFS
723
Pacific Center for Financial Services
California
$25K
SN
724
Sittner & Nelson
Oregon
$25K
TH
725
TCTC Holdings
Texas
$25K