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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
951
Parkside Financial Bank & Trust
Missouri
$80K +$508 +4 +0.6%
JFA
952
JNBA Financial Advisors
Minnesota
$79K
GRP
953
Global Retirement Partners
California
$75K +$4.57K +36 +6%
CCC
954
Crescent Capital Consulting
Louisiana
$74K
CT
955
Caldwell Trust
Florida
$73.5K +$22.2K +175 +41%
AIC
956
Archer Investment Corporation
Indiana
$73.4K
ONST
957
Old North State Trust
North Carolina
$73K
CAL
958
Capital Analysts LLC
Pennsylvania
$72K +$4.06K +32 +6%
RTL
959
Red Tortoise LLC
Georgia
$72K +$86.3K +680 New
DI
960
Disciplined Investments
Oklahoma
$69K
FMB
961
Field & Main Bank
Kentucky
$68K
LWM
962
Liberty Wealth Management
California
$68K +$2.54K +20 +4%
SQA
963
Simon Quick Advisors
New Jersey
$67K -$42.9K -338 -38%
KIG
964
Kowal Investment Group
Wisconsin
$67K +$69K +544 New
GKWIM
965
Gerber Kawasaki Wealth & Investment Management
California
$66K +$69.4K +547 New
EDRH
966
Edmond de Rothschild Holding
Switzerland
$65K -$17.1K -135 -20%
VC
967
Vestor Capital
Illinois
$65K
FCMT
968
Founders Capital Management (Texas)
Texas
$64K
HWA
969
Heritage Wealth Advisors
Virginia
$62.4K
BFC
970
Bedel Financial Consulting
Indiana
$61K
EL
971
EMFO LLC
Florida
$61K
RDFA
972
Ritter Daniher Financial Advisory
Ohio
$61K
MCM
973
MV Capital Management
Maryland
$59K +$4.06K +32 +7%
SFP
974
Sterling Financial Planning
New Jersey
$57K
AFG
975
Albion Financial Group
Utah
$56K