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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
626
Key Financial Inc
Pennsylvania
$71K +$65.8K +700 New
SBL
627
Sargent Bickham Lagudis
Colorado
$70K – – –
GWS
628
Glassman Wealth Services
Virginia
$69K +$282 +3 +0.4%
PIMJS
629
PKO Investment Management Joint-Stock
Poland
$67.7K +$62.5K +665 New
PWM
630
Perigon Wealth Management
California
$66K +$61.3K +652 New
MCM
631
McMillion Capital Management
North Carolina
$65K +$59.6K +634 New
VFA
632
Valeo Financial Advisors
Indiana
$64K +$19.7K +210 +50%
T
633
TOBAM
France
$62K – – –
PWMG
634
Prestige Wealth Management Group
New Jersey
$61K +$376 +4 +0.7%
HGWM
635
Harvest Group Wealth Management
Massachusetts
$60K +$188 +2 +0.3%
IAIM
636
International Assets Investment Management
Florida
$60K +$55.6K +592 New
SIC
637
Salem Investment Counselors
North Carolina
$59K – – –
MAM
638
Meeder Asset Management
Ohio
$55K +$4.14K +44 +9%
LWM
639
Liberty Wealth Management
California
$53K – – –
FP
640
Fiduciary Planning
Florida
$53K +$48.9K +520 New
BWA
641
BDO Wealth Advisors
Florida
$52K +$94 +1 +0.2%
KTC
642
Kistler-Tiffany Companies
Pennsylvania
$51K – – –
GRP
643
Global Retirement Partners
California
$49K -$5.45K -58 -11%
PWPS
644
Pinnacle Wealth Planning Services
Ohio
$49K +$45.2K +481 New
FMT
645
First Mercantile Trust
Tennessee
$46K -$24K -255 -36%
CTFG
646
Capstone Triton Financial Group
Oklahoma
$46K +$42.7K +454 New
TPCW
647
TD Private Client Wealth
New York
$45.4K +$9.87K +105 +31%
FFA
648
Freedman Financial Associates
Massachusetts
$43K +$39.5K +420 New
SSB
649
Sandy Spring Bank
Maryland
$42K – – –
SFSIG
650
San Francisco Sentry Investment Group
California
$42K – – –