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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
551
Kings Point Capital Management
New York
$101K +$158 +2 +0.1%
NSIM
552
North Star Investment Management
Illinois
$99K -$78.8K -1,000 -40%
RIM
553
Rampart Investment Management
Connecticut
$90K -$398K -5,053 -78%
PA
554
Parallel Advisors
California
$88K +$56.1K +712 +110%
PCG
555
Private Capital Group
Connecticut
$87K +$13.7K +174 +15%
WTC
556
WhitTier Trust Company
Nevada
$82K – – –
KFI
557
Key Financial Inc
Pennsylvania
$80K +$95.7K +1,215 New
FHA
558
Flagship Harbor Advisors
Massachusetts
$76K +$315 +4 +0.3%
AF
559
Advisornet Financial
Minnesota
$71K +$28.5K +362 +49%
BWM
560
BerganKDV Wealth Management
Minnesota
$67K +$394 +5 +0.5%
RWA
561
Ropes Wealth Advisors
Massachusetts
$66K – – –
AIM
562
Anchor Investment Management
South Carolina
$65.1K – – –
MCA
563
Mercer Capital Advisers
New Jersey
$65K – – –
CCA
564
Column Capital Advisors
Indiana
$64K – – –
TPCW
565
TD Private Client Wealth
New York
$63.7K +$394 +5 +0.5%
HWA
566
Heritage Wealth Advisors
Virginia
$62K -$79 -1 -0.1%
CB
567
Community Bank
New York
$61K – – –
VanEck Associates
568
VanEck Associates
New York
$60K +$11.6K +147 +19%
CIA
569
Cascade Investment Advisors
Oregon
$58.6K – – –
GWS
570
Glassman Wealth Services
Virginia
$57K -$3.07K -39 -4%
ASN
571
Advisory Services Network
Georgia
$55K -$22.7K -288 -25%
NC
572
NewSquare Capital
Pennsylvania
$54K – – –
CT
573
Caldwell Trust
Florida
$52.1K – – –
FWM
574
FSA Wealth Management
Massachusetts
$49K – – –
MA
575
MCF Advisors
Kentucky
$49K – – –