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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
701
Heritage Wealth Advisors
Virginia
$85K
KFI
702
Key Financial Inc
Pennsylvania
$84K
SWM
703
Selective Wealth Management
Virginia
$84K
AssetMark Inc
704
AssetMark Inc
California
$74K
T
705
TOBAM
France
$74K
NR
706
Newfound Research
Massachusetts
$73K +$75.2K +606 New
CLOS
707
Compagnie Lombard Odier SCmA
Switzerland
$72K
PWMG
708
Prestige Wealth Management Group
New Jersey
$72K
SC
709
SouthState Corp
Florida
$72K
SIC
710
Salem Investment Counselors
North Carolina
$70K
APP
711
Alpha Paradigm Partners
Illinois
$69K +$71.5K +576 New
KTC
712
Kistler-Tiffany Companies
Pennsylvania
$66K
EWA
713
EverSource Wealth Advisors
Alabama
$66K +$68.3K +550 New
Simplex Trading
714
Simplex Trading
Illinois
$64K +$67.3K +542 New
GWS
715
Glassman Wealth Services
Virginia
$62K +$1.12K +9 +2%
BWA
716
BDO Wealth Advisors
Florida
$61K +$124 +1 +0.2%
CCC
717
Crescent Capital Consulting
Louisiana
$60K +$24.8K +200 +67%
TWC
718
TD Waterhouse Canada
Ontario, Canada
$54K +$56.7K +457 New
SSB
719
Sandy Spring Bank
Maryland
$53K
TFS
720
TrustCore Financial Services
Tennessee
$51K
AWM
721
Accel Wealth Management
Iowa
$51K +$124 +1 +0.2%
LC
722
Lindbrook Capital
California
$51K +$20.6K +166 +64%
FMTCOCP
723
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
FFA
724
Freedman Financial Associates
Massachusetts
$50K
NSIM
725
North Star Investment Management
Illinois
$48K -$869K -7,000 -95%