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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
601
Tarbox Family Office
California
$16K +$14.5K +263 New
PAS
602
Partnervest Advisory Services
California
$15K
RNS
603
Robert N. Shapiro
$12K
CHC
604
City Holding Co
West Virginia
$12K +$11.1K +200 New
ST
605
Smithfield Trust
Pennsylvania
$11K +$9.95K +180 New
ATC
606
Adirondack Trust Company
New York
$9K
JIC
607
Joel Isaacson & Co
New York
$9K
LWA
608
Lenox Wealth Advisors
New York
$9K +$2.71K +49 +48%
GI
609
Gradient Investments
Minnesota
$8K +$2.21K +40 +45%
PFA
610
Paradigm Financial Advisors
Missouri
$8K +$7.07K +128 New
CG
611
Colony Group
Massachusetts
$7K +$6.24K +113 New
WA
612
Waverly Advisors
Alabama
$7K +$6.91K +125 New
HR
613
Howe & Rusling
New York
$6K
LNB
614
Ledyard National Bank
$6K
RIA
615
Regal Investment Advisors
Michigan
$6K
AC
616
Alexandria Capital
Virginia
$5K
PO
617
Private Ocean
California
$5K +$4.2K +76 New
SNT
618
Security National Trust
West Virginia
$4K
CAW
619
Cornerstone Advisors (Washington)
Washington
$3K +$166 +3 +6%
NES
620
New England Securities
New York
$2K
CCM
621
Chilton Capital Management
Texas
$1.62K
DAM
622
Delta Asset Management
Tennessee
$1K -$387 -7 -37%
PSI
623
Pinnacle Summer Investments
Virginia
$1K
KCPG
624
Kavar Capital Partners Group
Kansas
$1K +$1.55K +28 New
RWM
625
Raffa Wealth Management
District of Columbia
$945 +$718 +13 New